Timely Event at Fountain Hills Community Center in Fountain Hills, AZ
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, February 25 at 10:00 a.m. – Wednesday, February 26 at 5:00 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:
- The advantages and disadvantages of wills and trusts.
- Reducing 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, 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 help 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 help pay for nursing home expenses if needed while in retirement.
- And much more!
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 have an estate plan in place?
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 retirement snapshot analysis for your current strategy.
74% of Americans
Sounds crazy, but it’s true. Seven in 10 Americans say estate planning is at least somewhat important, yet only 26% have an estate plan.¹
Meet Your Host
Ted Meyer | Financial Advisor | Meyer Financial Services
Theodore (Ted) R. Meyer III CAS® is the president and founder of Meyer Financial Services. For nearly two decades, his advisory services have helped individuals of all ages to achieve retirement stability though sound wealth management strategies. In addition to managing clients’ money and giving investment and diversification advice, Ted offers a unique approach to retirement tax minimization strategies and distribution. His comprehensive approach is designed to go beyond traditional financial planning by accentuating the importance of protecting his clients’ financial future.
He is a current member of the National Association of Insurance and Financial Advisors (NAIFA). He carries a Series 65 Investment Advisory Representative license as well as his Life and Health Insurance licenses. A native of Chicago, he and his wife Stacey have two children, Joseph and Ella. They currently reside in Scottsdale where Ted is very active in the community. He serves as an Officer for the Knights of Columbus (Chapter 12313), is a member of Notre Dame Prep Advisory Board.
© 2024 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.htm
Advisory services offered through CreativeOne Wealth, LLC a registered investment advisor. Meyer Financial Services, Your Retirement Reality and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional.
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. We do not provide tax, legal or estate planning services or advice. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product or an advisory relationship. Licensed Insurance Professional. 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.