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Principles of Preserving Wealth

August 26, 2021 @ 12:00 pm - 1:30 pm

Free

TAKE CHARGE OF YOUR WEALTH

PRESERVE THE VALUE OF YOUR ESTATE 

LIVE WEBINAR

AUGUST 24th | 12:00 PM and 6:30 PM

AUGUST 26th | 12:00 PM and 6:30 PM

Preserving wealth is just as important as generating wealth. With knowledge and preparation, you can protect your assets from taxes, fees, and inflation and effectively plan for your future.

Join KCA Wealth Management for a live webinar as we provide the fundamentals of estate planning and offer insight on the inner workings of estate taxes, estate management documents needed to honor your wishes, estate preservation strategies designed to minimize the expensive cost of declining health, taxes, fees, and probate.

Featured Speakers:

Brian C. Kennedy, AIF®, AEP®, ChFC®, CRPC®, CMFC®, CLTC®, LUTCF® | Wealth Planning Advisor
Vincent J. Catalano, AIF®, CRPC®, CLTC® | Wealth Planning Advisor
Patrick Cawley | Elder Law Attorney
Vicki Haake | American Cancer Society

Details

Date:
August 26, 2021
Time:
12:00 pm - 1:30 pm
Cost:
Free
Event Category:
Website:
https://www.kcawealth.com/events

Venue

Remote

Organizers

KCA Wealth Management
Keystone Elder Law P.C.

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