Complimentary Dinner at The Grove in Lakewood Ranch, FL
Preserve What Matters Most to You
Strategies for Estate Planning, Preservation & Retirement Income
What’s on the menu? A 2-course meal featuring a House, Caesar, or Spinach Salad, and your choice of entrée between a Filet, Pistachio Crusted Snapper, “Jail Island” Salmon, Pork Osso Bucco, or Braised Short Rib.
Event Details
The Grove
10670 Boardwalk Loop
Lakewood Ranch, FL 34202
Event Options:
– Wednesday, October 30 at 6:00 p.m.
Seating is limited. There is no charge to attend!
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us at The Grove for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
- The advantages and disadvantages of wills and trusts.
- Reducing tax exposure when transferring assets to heirs.
- How to plan your estate to make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, how you can avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Identifying the documents needed to preserve your estate.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- Why putting property in your children’s names may be a mistake.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have an estate plan in place?
Don’t miss this information-packed event!
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.²
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Hosts
Joshua Storey | Founder & Wealth Manager | Candor Wealth Strategies
He brings focus to the importance of overall portfolio design structured on tax mitigation, two important areas that deserve attention in an overall long-term plan. He is committed to providing the highest level of service and performance to clients and their families while adhering to the highest fiduciary standards.
Joshua has always been skilled in math and analytical planning. He combines these skills with his enjoyment of working with people and creating long-term relationships to prepare clients for their best financial future.
He believes that knowledge is key for himself and his clients. He wants clients to understand the details of their plan. Joshua earned a degree in Business Finance from University of South Florida. He has experience working at large industry firms and has managed over $100 Million in client assets during his last role.
In his free time, Joshua spends time with his wife Grace and son Jaxon enjoying the beach, pool, neighborhood events, professional sports outings, movies, and restaurants. He also loves cooking, playing golf and poker with friends.
Joseph Najmy | Estate Attorney & Firm Principal | Najmy Thompson
Areas of Practice
- Taxation Law
Corporation Law
Wills and Trusts
General Estate Planning Law
Probate and Trust Administration
Certification/Specialties
- Certified Public Accountant, Florida, 1985
Justin Najmy | Associate | Najmy Thompson
Areas of Practice
- Estate Planning
- Advanced Estate and Trust Planning
- Probate and Trust Administration
- Taxation of Trusts and Estates
Born and raised in the Sarasota/Bradenton area. In his spare time, Justin enjoys spending time with friends and family, traveling, working out, and playing sports.
© 2024 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.