Redefine Retirement & the Essentials of Estate Planning
Schedule
Tue Apr 30 2024 at 06:00 pm
Location
200 W College Ave, Normal, IL 61761-2513, United States | Normal, IL
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Join us for this complimentary workshop by following this link to reserve your seat. rsvp.org/461510FApril 30th ➡️ 6 PM ➡️ Heartland Bank ➡️ Normal, IL
What You'll Learn:
▪️ Simplifying complexities in your retirement planning
▪️ Ensuring clarity in uncertain times to realize what's possible
▪️ Explore new changes to retirement & estate planning in 2024
▪️ Position your portfolio correctly for a potential market drop
▪️ Understand changes to the Social Security system, and how to maximize your monthly benefits
▪️ Battle the impacts of inflation on your retirement purchasing power
▪️ Uncover how to grow and protect your money, and generate lifetime income
▪️ Avoid common estate planning mistakes that many Americans make
▪️ Discover what “probate” means and ways to avoid it
▪️ Learn about wills vs. trusts, and which is best for you
▪️ Discover the meaning of “tax-free inheritance” and “lifetime giving exclusions” and how to incorporate them into your estate plan
▪️ Minimize the tax burden on the assets you leave to your heirs
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Where is it happening?
200 W College Ave, Normal, IL 61761-2513, United StatesEvent Location & Nearby Stays: