Fountain Hills, AZ | Estate Planning Seminar | February 2025 | ARE-18271 - Thank You

Thanks for signing up for one of our upcoming events!

Preserving Your Estate

Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy

Success!

Thank you for registering for our upcoming event at Fountain Hills Community Center located at 13001 N. La Montana Dr, Fountain Hills, AZ 85268. If you can’t make the date you registered for and would like to reschedule, please email us at [email protected].

Event Dates & Times:

– Tuesday, February 25 at 10:00 a.m.

– Wednesday, February 26 at 5:00 p.m.

There will be signage at the Community center directing you the event. Please arrive at least 15 minutes early to allow time to park, check-in and be seated.

What now?

Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!

You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected] at your earliest convenience so we can accommodate other guests accordingly.

If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.

We look forward to seeing you there!

Ted Meyer | Financial Advisor

Meyer Financial Services

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. We are not affiliated with any government agency.

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.