We’re pleased to invite you to our upcoming webinar, “Leaving a Thriving Legacy”—an educational event designed to help you make informed, thoughtful plans for the future of those who matter most. Together, we’ll explore strategies to navigate life’s unexpected challenges with clarity and confidence.

About the webinar:

This webinar is designed to help educate you and your beneficiaries on the challenges many people face in retirement as they age. We’re here to support you and your family as you navigate the “what-ifs” of aging with confidence. To put it simply, this workshop addresses “things to watch out for when something happens to mom 

and dad.” That “something” could be a long-term illness leading to nursing home care, or it could be the estate transfer process and taxation issues that need to be dealt with. Many people make the mistake of thinking only wealthy people must pay taxes upon death. But we know that’s not the reality and have 

seen the impacts this can have on the families we serve.

Key topics covered:

• How to safeguard your assets as you age—while helping ensure protection for your loved ones.

• Common myths and misconceptions about long-term care and what you really need to know.

• An overview of how different assets are taxed and strategies to reduce the financial burden.

• Key planning strategies that can help you make the most of your retirement assets.

• How life insurance can provide stability and protection at every stage of life.

You’re invited:

We’re excited to extend this invitation to provide a resource for you and your family to begin meaningful discussions with your beneficiaries. To make the most of this time, we strongly encourage you to include your adult beneficiaries as part of this webinar so you can start a healthy dialogue about these important topics. This will provide a confidential opportunity for our clients and their beneficiaries to learn about 

“What to look out for as we age.”