Complimentary Event at Generations Event Space in Bentonville, AR

Preserve What Matters Most to You

Strategies for Estate Planning, Preservation & Retirement Income

Menu: Wine & Charcuterie

Event Details

Generations Event Space
2701 SE J StreetBentonville, AR 72712

Event Options:

 

– Generations Event Space on Tuesday, February 6 at 6:00 p.m.

– Generations Event Space on Thursday, February 8 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 Generations Event Space 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!

Days
Hours
Minutes
Seconds
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 plan.

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.

Will

Meet Your Hosts

Ian Weiner, CFP® | Generations Wealth Partners

Ian is a Certified Financial Planner who specializes in complex planning for retirees, business owners, and families intent on passing wealth strategically to the next generation.

Ian focuses on more than just the technical aspects of financial planning, helping clients understand that creating a successful retirement or legacy plan on paper isn’t as challenging as living it well, or empowering the next generation to maintain the values, vision and behaviors you worked so hard to create.

 

AR License: 18319061

Todd Whatley, JD, CELA | Generations Wealth Partners

Todd Whatley, Founder of Generations Legal Group, and a Certified Elder Law Attorney. As a Medicaid and Medicare attorney, his mission is to guide individuals through the complexities of long-term care, specializing in the Medicaid process to help families and individuals substantially save, and qualify for Medicaid.

With over 20 years of firsthand experience, he excels in estate planning, pre-planning for long-term care, crisis planning for long term care, and adeptly navigate the intricacies of guardianship and probate, helping to ensure you avoid the courts you need to steer clear of.


AR License: 18493800

Joel Houser, VP Business Development | Life Sales

Joel is dedicated to assisting high-net-worth individuals, family-owned businesses, and family offices in navigating the complexities of wealth management and estate planning. Joel collaborates with multi-family offices, Registered Investment Advisor (RIA) firms, exit planners, and affluent privately held business owners.

For nearly two decades, he has fostered collaborative relationships with attorneys, public accountants, and family offices, working to deliver tailored strategies that address clients’ specific advanced planning needs.

NPN Number: 4898045

© 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

Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS) The firm is a registered investment adviser with the state of Texas, Arkansas, Florida, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request.

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.