🌐 You're Invited to a Free Educational Webinar
Wills, Trusts, & Market-Proof Wealth Protection
Learn the Estate Planning Essentials Your Family Can’t Afford to Miss
📅 Date: Thursday🕒 Time: 7 - 8 PM Eastern📍 Location: Online Webinar✅ What You’ll Learn — In Simple, Easy-to-Understand Terms:
- The advantages and disadvantages of Wills vs. Living Trusts
- How to protect your wealth in bear markets with smart planning
- Why some Powers of Attorney may fail when you need them most
- The hidden dangers of Probate Court—and how to help your family avoid it
- Why putting property in your children’s names can be a costly mistake
- How to protect your home from being swallowed up by nursing home expenses
- How to shield your heirs' inheritance from divorce, lawsuits, or poor decisions
- The best ways to name beneficiaries for retirement accounts and life insurance
- How the SECURE Act may impact your trust and retirement accountsOnline Link:https://us02web.zoom.us/j/84878112122
Bryan is a dedicated investment advisor representative with Royal Fund Management, recognized as an independent, fee-based fiduciary and CERTIFIED FINANCIAL PLANNER™ professional. Holding a Life, Health, and Annuity license, he brings over two decades of experience serving retirees in South Florida.
