“...in this world nothing can be said to be certain, except death and taxes”

— Benjamin Franklin

Our Workshops

 

 

Free Estate Planning Workshops

 

ESTATE TAX LAWS HAVE CHANGED!!! LEARN ABOUT THE CRITICAL UPDATES
AND HOW THEY AFFECT ALL TRUSTS, WILLS, POWERS OF ATTORNEY AND MORE!!!

  • Don’t leave your family Lost in the New Tax Laws!
  • The government has changed the Tax Code, you Estate Documents need to be Reviewed!
  • Learn how Powers of Attorney and a Living Will can protect you if you become Incapacitated
  • Learn about the consequences to your heirs if you do not have a Living Trust or a Last Will and Testament.
  • Learn about putting your IRA into a Trust to over the lifetime of your Beneficiaries.
  • Learn How to avoid the Double Taxation of your IRA & Retirement Accounts and pass your assets to your Heirs.

 

 

 


 

-Reservations-


Estate Planning Workshops


CLICK HERE TO REGISTER

 

Estate Planning Workshops
in March

Tuesday, March 21, 2017
Maggiano’s
600 Commons Way
Bridgewater, NJ 08807

11:00am –1:00pm
Lunch Will Be Served!

-or-

Thursday, March 23, 2017
Grillestone
2377 Route 22 West
Scotch Plains, NJ 07076

11:00am –1:00pm
Lunch Will Be Served!


Financial Education Workshop
in March

Wednesday, March 29, 2017
Maggiano’s
600 Commons Way
Bridgewater, NJ 08807

11:00am –1:00pm
Lunch Will Be Served!

CLICK HERE TO REGISTER


Limited seating, call to reserve seats
as soon as possible or fill out the form!

We do not accept walk-ins.

A free consultation will be offered to
all who attend!


 

About Our Workshops


These are Educational Workshops.
Nothing Will Be Sold!

Admission is Free

There is no obligation to purchase any
products or services.