You're exclusively invited to attend

Your Guide to Smarter Estate and Tax Moves

– Thursday, January 22nd • 11:00 am and 6:00 pm –

Straightforward Insights for Navigating Estate and Tax Decisions

This complimentary seminar will be held at Christ Lutheran Church and is available at 11:00 AM and 6:00 PM.
You and a guest are cordially invited to attend an educational event for area residents who are retired or approaching retirement. During this informative session, you will learn strategies that may help address capital preservation, risk management, income efficiency, and asset protection considerations.

11:00 AM Registration

6:00 PM Registration

Discussion Topics Include:

✓ How to give your assets to heirs without having to sell them
✓ Ways to leave a lasting legacy beyond money and possessions
✓ Important things to know about handling taxes
✓ How taxes work on your retirement accounts
✓ Things to think about to make your retirement income last
✓ How to keep your family financially safe if you get seriously ill or disabled

Meet Your Host

Raúl E. Fernández

Financial Advisor

Combining experience with a people-first approach to help clients make decisions with clarity, confidence, and peace of mind.

Learn more

Seating is limited so register today to secure your spot!

Click to Register Now!