Timely Event at Wellington Community Center in Wellington, FL
Preserving Your Estate
Financial Considerations to Help You Leave a Lasting Legacy
This event is sponsored by FBEA – Federal benefits Education Association, a nonprofit organization 501 (c)(3) Corporation
800.567.0197
Event Details
Wellington Community Center
12150 Forest Hill Blvd, Wellington, FL 33414
Event Options:
– Saturday, March 14 at 10:30 a.m. – Monday, March 16 at 6:30 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 Wellington Community Center 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:
- What’s changing in estate and legacy planning in 2026.
- Advantages and disadvantages of wills and trusts.
- Strategies designed to reduce 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, strategies to help you 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!
*The featured speaker is not an estate planning attorney. This presentation is being given by a licensed insurance professional and is designed to inform you of how insurance products and strategies may intersect with your estate plan. For help with creating or revising your estate plan, please contact an attorney.
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. 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 know how your retirement income plan intersects with your estate plan?
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 no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
David Durham | Federal Benefits Educational Association
At the Federal Benefits Educational Association (FBEA), a nonprofit 501(c)(3), we believe true financial confidence starts with education, not guesswork. Our mission is to give you clear, straightforward strategies on Social Security, estate planning, and beyond, so you can protect your legacy, reduce unnecessary taxes, and keep your loved ones from facing needless hurdles.
Think of this event as your chance to gain the knowledge and tools you need to take control of your financial future — because retirement should be enjoyed, not stressed over.
© 2026 Your Retirement Reality | Privacy Policy
David Durham and DurhamLoyal Wealth Management do not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
DurhamLoyal Wealth Management offers insurance products and services. Licensed Insurance Professional. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
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 and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities. Attend and learn how insurance products can be used in various stages of retirement income planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.