Your Guide to Smarter Estate & Tax Moves

You and a guest are cordially invited to an educational event for area residents who are retired or planning to retire soon.

Join well-known estate strategy and retirement income professionals Sal Filippelli and Max Abbate as they walk you through strategies designed to help preserve capital, reduce risk, maximize income, and protect and grow your assets. You will leave with valuable insights and practical information you can act upon immediately.

Topics to include:

• Thoughtful ways to transfer wealth to loved ones during your lifetime
• Understanding the difference between a Will and a Trust - and why it matters!
• Strategies that may help reduce unnecessary estate and income tax exposure
• Key considerations for creating sustainable retirement income
• Planning for a meaningful legacy beyond money and possessions
• Preparing financially for serious illness or disability

Seating is limited so register today to save your seat!

This complimentary event is limited to first time guests only. Please, no financial advisors.

*Mackenzie R. Abbate is an Investment Adviser Representative and investment advisory services are offered solely by ESI Financial Advisors, 4118 E. Parham Road, Richmond VA 23228, 866-868-1492. Cornerstone Advisor Group is independent of ESI Financial Advisors.

Tax advice is offered through CAG Tax Services, LLC and independently of Cornerstone Advisor Group, National Life Group® (NLG), National Life Insurance Company (NLIC), and Life Insurance Company of the Southwest (LSW), and its representatives. Legal advice is offered independently of all entities listed. For advice concerning your own situation, please consult with your appropriate professional advisor. National Life Group® is a trade name of NLIC, Montpelier VT, LSW, Addison TX and their affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct insurance business in NY. TC8795700(0326)