Safe Money Mindset: Estate Planning

Join Us At This Education Event And Learn How to Protect Your Hard-Earned Estate

All Attendees Will Receive Credit To A No-Cost, One-on-One Review Of Your Estate Plan - Valued at $350

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Date and Time
Wednesday, July 19nd
Start Time: 7pm

30800 Telegraph Rd , Bingham Farms, MI 48025

Suite: 1751


Rick Williams
Finance Executive with decades of experience in retirement planning.
Jeff Perry
Co-Owner of Quest Financial, a premier retirement planning company.

Register Now

Insider's Guide to Estate Planning and Protecting Your Assets

Avoid Probate!

  • Master Your Estate: Learn essential strategies to effectively plan and protect your assets.
  • Expert Insights: Gain valuable knowledge from experienced estate planning pros.
  • Navigate Complexities: Understand the intricacies of estate taxes, wills, trusts, and probate.
  • Tailor Made Solutions: Find out how to create a personalized estate plan that aligns with your unique goals.
  • Q&A with Experts: Engage in live discussions and get your specific estate planning questions answered.
  • Peace of Mind: Plan for the future with confidence, knowing your wishes will be followed.

Take home our Bonus Handouts plus credit to a No-Cost Review Of Your Current Estate Plan with options to receive Attorney Approved Documents!

Legal Disclaimer: The information provided in the webinar titled "Safe Money Mindset: Estate Planning" is for informational purposes only and should not be considered as legal, financial, or professional advice. Participation in the webinar does not establish an attorney-client or professional-client relationship. The content presented may not be accurate, complete, or applicable to your specific circumstances. Laws and regulations related to estate planning may vary and change over time. It is crucial to consult with a qualified attorney or professional regarding your individual situation. Any reliance on the information provided is at your own risk, and we disclaim any liability for loss or damage resulting from its use. References or links to third-party resources do not imply endorsement, and we are not responsible for their content or availability. By participating in the webinar, you release us from any liability. This disclaimer is subject to change without notice, and your continued participation signifies acceptance of any revisions. If you do not agree with these terms, please refrain from participating.

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