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What happens to your loved ones if you don’t make it home tonight?

No one likes to think about the worst-case scenario, but the truth is, only 33% of Americans have an estate plan in place to protect their families if the unthinkable happens.

Even more Americans don’t have a plan in place to protect their minor children or grandchildren.

Without a plan, your loved ones could face unnecessary legal battles, financial stress, and emotional turmoil—all while grieving your loss.

Join me, Stan Miller, a nationally recognized estate attorney, and my Legacy Director, Katie Beth Hand, for a free, educational Legacy Planning Lunch and Learn on the crucial topic of Guardianship.

This is not just a discussion; it’s an opportunity to safeguard your family’s future.

At this event, you’ll learn:

How to protect your children, grandchildren, and even your pets if something happens to you.

The specific steps to ensure that young adult children—those over 18 who may no longer be covered by your current guardianship plan—are cared for.

The essential questions to ask and simple, actionable strategies to ensure your loved ones avoid the stress of probate or custody disputes.

Did you know that every year, over 1.5 million minor children are placed into the court system due to a lack of proper guardianship arrangements? Many of these situations could have been prevented with a few straightforward legal steps. We’ll show you how to avoid these pitfalls and give your family peace of mind.

Your lunch instructions will be included in your confirmation email and text—so please double-check that you’ve entered the correct email and cell phone numbers when registering.

Remember, this is a completely educational event. Nothing is sold. Our goal is to equip you with the knowledge you need to make informed decisions about your legacy.

Don’t leave your family’s future to chance. Register today, and we’ll see you at the event.

Are you sick of paying so much in taxes?

Are you fed up with being told that all you can do is max out your 401k,
and maybe buy some more equipment for your business (if you own one)?

What if you could cut your taxes up to 40%?

Meet Gary Heldt, a CPA and Certified Tax Coach who’s here to help you finish the year with more money in your pocket.

As the end of the year approaches, it’s the perfect time to take advantage of strategies that can significantly lower your tax bill.

That’s why Gary is hosting an exclusive Year-End Tax Tips Virtual lunch and learn—and you’re invited.

Gary isn’t your traditional “bean counter”, who simply tells you how much you owe.

Gary is a proactive tax planner, who works with you (and your business) all year to make sure you pay as little in taxes as is legally possible, in some cases up to 40% less!

In this free virtual lunch and learn, Gary will share:

Proven strategies to reduce taxable income before December 31st.
Key updates on recent tax law changes you need to know.
Little-known deductions and credits that could save thousands.
And actionable advice to set you up for financial success in the year ahead.

With decades of experience helping individuals and businesses navigate complex tax laws,

Gary knows how overwhelming taxes can feel.

With his expert guidance, you can use the tax code to your advantage and achieve real savings.

This lunch and learn is free, but space is limited, and spots are filling quickly.

Don’t miss this opportunity to learn directly from an expert and keep more of your hard-earned money.

Click below to reserve your spot now.

In less than an hour, you’ll discover strategies to reduce your taxes.

💡 We’ll even deliver lunch to your door for the first 30 registrants!

Event Details:

📅 Date: Thursday, December 19th, 2024
⏰ Time: 11AM-12PM Eastern
📍 Place: Zoom (link provided upon registration)

Make sure to enter your correct email and cell phone number so we can get you instructions on how to claim your free lunch.

We will also be giving away a 3 night, 4 day hotel stay at a 5 star resort in one of 33 cities across the USA to one lucky winner who attends live.

Enter your info and register now.