You're invited!
Preserving Your Estate: Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Join your local host at Washtenaw Community College on Thursday, May 8 at 11:00 a.m. or 6:30 p.m. for a timely and informative financial and estate planning workshop. During this event, we’ll discuss:
- The importance of estate planning: Why having a strategy is critical for protecting assets and your legacy.
- Understanding estate tax laws: Key insights into exemptions, gift limits and the step-up in cost basis.
- Three major risks to your legacy: Avoiding challenges related to probate, incapacitation and improper asset distribution.
Seating is limited. This is a no-cost, no-obligation event.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Event Details
Location
Washtenaw Community College
4800 E Huron River Dr, Ann Arbor, MI 48105
Date & Time
– Thursday, May 8 at 11:00 a.m.
– Thursday, May 8 at 6:30 p.m.
Registration Closes In:
There's no better time to reevaluate your estate plan to help ensure you can preserve your estate and leave a lasting legacy. At this workshop, we'll discuss:
- Creating a personalized estate plan: How to get started with financial guidance to meet your unique needs.
- Avoiding the pitfalls of probate: Strategies designed to save time, reduce costs and help ease stress for loved ones.
- Help reducing taxes and costs: Time tested methods used to help minimize probate fees, court costs and taxes.
- Aligning asset distribution with your wishes: Using trusts, wills and intestacy planning effectively.
- Preparing for incapacitation: Tools like durable powers of attorney, health care directives and long-term care planning.
- Addressing special circumstances: Tailored strategies for blended families, business succession and special-needs heirs.
Why Attend?
01
Preparedness
People thinking ahead and preparing for an early retirement or looking to reach their goals and live the lifestyle they envision.
02
Preservation
Pre-retirees or retirees who have done a really good job at saving for retirement and want to do everything they can to preserve and protect their assets.
03
Confidence
Those who don’t currently have a retirement strategy in place or are looking for a second opinion to make sure they have considered all the strategies available to them.
Protect your financial future.
Stop worrying about your financial future as retirement approaches. Our events are designed to address your concerns and provide you with the latest tools and strategies you need to create a holistic plan by focusing on these core pillars of retirement income planning…
Longevity & Legacy
Planning
Ways to help ensure your income lasts as long as you do and pass on a lasting legacy.
Tax-Efficient Retirement
Income
Discover ways to help reduce your tax burden and keep more of your hard-earned money.
Investment Strategies for Volatile Markets
Learn how to help protect your wealth and invest it comfortably, even in uncertain markets.
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Your Presenters
Nicholas Bour, CLTC®, NSSA®, CAPP, IRMAACP | Founder & CEO of Inspire Wealth
In addition to providing clear action steps, Nick encourages his clients to enjoy their hard-earned wealth with their loved ones now, and to create lasting memories before leaving it behind for future generations to inherit
Phillip Reed J.D., CAPP | Founder & Attorney of Reed Law PLC
My practice is more than legal work. I am a business strategist and asset protection specialist holding the certified asset protection planner designation. I help design dynamic plans that protect both families and businesses. I help guide businesses to profitability and scalability utilizing both legal planning and business operation guidance.
The significance of prudent planning, understanding the intricacies of debt, and recognizing the ramifications of a poorly executed strategy deeply inform my approach. Whether crafting a comprehensive estate plan or launching a new business venture, I firmly believe that meticulous preparation is the cornerstone of success.
At the center of my world is my beloved wife, Amy, and our two precious daughters, Natalie and Sasha. Rounding out the family is our Australian Shepard, Zola. Amy, is a dedicated Nurse Practitioner helping those in need with their mental health. She is passionate for helping people heal and overcome psychological and mental disorders. She is a retired Army Captain and served our great country with honor.
My professional ethos centers on forging enduring relationships with my clients, embracing an innovative “think outside the box” approach to my work. I am an eternal optimist, choosing to see the glass as half full rather than half empty. My unwavering commitment is to not merely meet but to exceed the expectations of each and every client, delivering results that truly matter.
Together, let us navigate the path of life with confidence, armed with robust plans and fortified connections. Your security, growth, and aspirations are my driving force.
Frequently Asked Questions
What is Financial & Estate Planning 101?
Financial & Estate Planning 101 is associated with Your Retirement Reality; a national entity that partners with financial professionals all across the U.S. to offer unbiased information on the constantly changing tax laws and retirement strategies. There’s a knowledge gap as retirement approaches, and we’re here to help individuals like you understand the best course of action for your ideal retirement.
Who is this event for?
Our presentation is designed for individuals age 50-70 who are nearing retirement or those who have recently retired. To get the most from our events, attendees should have retirement savings ranging from $250,000 to $5,000,000. This ensures our content and strategies are more tailored to your unique financial situation.
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 workshop confirmation purposes. Seating is limited. There is no charge to attend!
© 2025 Your Retirement Reality | Privacy Policy
*Information is applicable to all events conducted by its collective members through Your Retirement Reality from 2016-2025.
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. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. 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 or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific 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. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.