Don’t Invest & Forget powered by Proxy Freedom conducts live events and workshops throughout the Bay Area to educate and provide guidance to individuals who are actively saving for retirement and serious about reaching their retirement goals. Additionally, we host many special Client Appreciation and other “by invitation only” events. Please consult the list below for an event near you.
All events are no cost/no obligation; however, reservations are required.
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The Importance of Estate Planning
November 16, 2023
Thursday November 16th, 2023
12:00pm to 1:00pm PST
Register Now
Register yourself and a guest now to guarantee your spot!
CALL: 1-888-PLAN-WISE
Estate planning is a crucial aspect of financial stability and peace of mind for you and your loved ones. During this webinar, Mr. Parrish will cover the following key topics:
Why Estate Planning Matters: Understand the significance of estate planning and its impact on your family’s future.
Wills and Trusts: Learn about the different ways to transfer assets and protect your legacy.
Avoiding Probate: Discover strategies to minimize the complexity and costs of probate proceedings.
Tax Efficiency: Explore methods to reduce tax liability and maximize the inheritance your loved ones receive.
Choosing the Right Executor and Guardian: Ensure that your wishes are carried out as you intended.
Mr. Parrish brings over two decades of experience in estate planning and will provide valuable insights that can help you make informed decisions about your financial future.
To reserve your spot for this exclusive event, please register by using the link provided.
Don’t miss this opportunity to learn from an expert in the field and gain a deeper understanding of the importance of estate planning. Whether you are just starting to consider your estate plan or looking to update an existing one, this webinar is for you.
Advisory Services offered through Proxy Freedom, LLC. Securities offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.
Securities and Advisory Services offered through United Planners Financial Services, Member FINRA/SIPC. Proxy Freedom, LLC and United Planners are not affiliated.