A No-Cost Event in Fountain Hills
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
Fountain Hills Community Center
13001 N La Montana Dr
Fountain Hills, AZ 85268
Event Options:
– Tuesday, April 28 at 6:00 p.m.
– Wednesday, April 29 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 Fountain Hills 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 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 Host
Ted Meyer | Financial Advisor | Meyer Financial Services
As an advisor, Ted loves helping people explore their goals and create strategies to help them feel confident about retirement. He is passionate about helping his clients improve their quality of life and enjoys the intellectual challenge of financial planning.
A college golfer and a graduate of Northern Illinois University, Ted joined the financial services industry more than 20 years ago as a financial advisor. He developed advanced skills in helping clients protect their finances and loved ones from risk, but he wanted the freedom to build customized financial strategies for his clients. Ted founded Meyer Financial Services in 2006 to put into practice his philosophy of objective, independent financial advice with superb service.
Ted holds his Series 65 securities license and is an Investment Advisor Representative. This allows him to provide financial and investment advice, as well as personally manage investments portfolios. As a advisor, he works in the best interest of his clients. He is a Certified Annuity Specialist (CAS®) is also a current member of the National Association of Insurance and Financial Advisors (NAIFA).
A native of Chicago, he and his wife of over 25 years Stacey, reside in Scottsdale with their children, Joseph and Ella, and their dog Max. When he is not with them you can find him on the golf course, hiking, or volunteering with the Knights of Columbus Council #12313.
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¹ 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 are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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.