In this workshop, we will discuss:

Can you protect what you value?

  • Three types of assets in your estate & why it matters
  • Defeat the 5 threats to your life saving

Why bother with planning?

  • Why pre-planning vs crisis recovery? An ounce of prevention vs a pound of cure
  • What is Probate and why avoid it? Let sleeping dogs lie

What mainstream lawyers and advisors won’t tell you (because they don’t know)

  • Long term health care costs are the real threat
  • Get Medicaid without spend-down
    • Married Couple can save 90+%
    • Single person can save 40+%
  • Protect your family by protecting your savings – 5 tools

Free Registration

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Two hours that can change your life.