Estate Planning Essentials Workshop at Water's Edge

We are hosting this educational Estate Planning Event to give you and your family the tools to understand the financial changes that are ahead!

It’s time to make sure your Estate Planning is in good order.

Your local expert will be teaching:

• A Trust or a Will - Learn the difference and the benefits of a Living Trust
• Avoid Probate Court costs and fees - Substantial cost savings with the proper Estate Plan
• The Danger of Joint Tenancy - Tax consequences and liability issues
• Provisions for children and grandchildren - protect your assets inherited by your heirs from divorce, lawsuits, and future estate taxation
• Provide for the Special Needs person in your estate plan
• Create a new estate plan or replace old, outdated documents

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

Investment Advisory Services provided by Brookstone Capital Management LLC, (BCM) an SEC Registered Investment Advisor. Means Financial Group and BCM are independent of one another. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

The Future 50 Award for Fastest-Growing Small Companies in St. Louis was given in September 2024 by St. Louis Small Business Monthly. Receipt of such is based upon nomination and evaluation criteria, which include financial stability, growth metrics (including revenue and employment growth), community involvement, overcoming business challenges, unique business proposition, and company vision, covering the period from 2021-2023. No compensation was provided directly or indirectly by the firm or any associated person in connection with obtaining or using this third-party rating. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Means Financial Group are independent of each other.

Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.

Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.