A No-Cost Event in Potomac
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
Potomac Library
10101 Glenolden Dr
Potomac, MD 20854
Event Options:
– Wednesday, June 3 at 3:30 p.m.
– Friday, June 5 at 2:30 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 Potomac Library 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 help reduce tax exposure when transferring assets to heirs.
- How to plan your estate to help ensure 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!
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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.¹
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.¹ 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
Jonathan Lee | Founder & CEO | The Foundation for Financial Education
Jonathan Lee is the Founder & CEO of the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker and his seminars are in constant demand because of his expertise in insurance, taxes in retirement and estate issues.
Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.
David A. Schiller | Attorney at Law
© 2026 Your Retirement Reality | Privacy Policy
¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
This educational workshop is presented by Foundation for Financial Education (F3E) volunteers. The following presentation does not in any way advocate for any advice or recommendations about the stock market or any related investments. No products, services, or advice are endorsed by the Foundation (F3E), and any action taken by the consumer is solely at their discretion. Please consult with a licensed advisor who is specifically licensed in the jurisdiction where you reside prior to taking any action relating to investments, insurance, tax, legal, real estate or any other financial instruments. The Foundation (F3E) is not directly affiliated with any of its Certified Educational Consultant Volunteers and is not owned in part or in whole by any private corporation, organization, or association. The material contained herein should not be construed by any audience as anything other than general and generic educational information available to the public. Individuals are encouraged to seek professional advice so they may receive actionable recommendations from a licensed professional.
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.