You're invited!
Preserve Your Estate: Strategies and Why Estate Planning Matters
Join your local host at VFW Post 7397 on Thursday, May 22 at 6:00 p.m. for a timely and informative financial and estate planning seminar. During this event, we’ll discuss:
- The importance of estate planning: Why having a strategy is critical for protecting assets and securing 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. This event is not sponsored by or affiliated with the VFW Post 7397.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable retirement strategies.*
Attendees will also have the opportunity to receive a complimentary Retirement, Social Security & Tax Analysis and Risk Assessment
Event Details
Location
VFW Post 7397
9550 Pflumm Rd, Lenexa, KS 66215
Date & Time
– Thursday, May 22 at 6:00 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 seminar, 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 reduce taxes and costs: Time tested methods used to help minimize probate fees, court costs and taxes.
- Aligning asset distribution aligns 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 Presenter
William "Nick" Jenkins, J.D., CFP® | Financial Advisor & Attorney
Comprehensive Wealth Planning, LLC
Nick is a CERTIFIED FINANCIAL PLANNER™ and a licensed attorney. He is the owner and Principal Planner for Comprehensive Wealth Planning, and the Owner and Principal Attorney for Jenkins Legal. Nick has extensive experience in: wealth management, financial planning, retirement planning, education funding, tax minimization planning, estate planning, business planning, money management, social security, insurance, and annuities. He is driven by his passion to be a dedicated advisor to families, individuals, and business professionals, helping them build their wealth, protect what they’ve built, enjoy what they’ve earned, and leave the legacy they choose for their heirs and community. Nick believes a client’s strategy should be clear, concise, and easy to implement and understand.
Prior to becoming a CERTIFIED FINANCIAL PLANNER™ and attorney, Nick was a U.S. Army Infantry Officer. Nick is a combat veteran of the Iraq War, where he received a Bronze Star Medal. After continuously serving in the Army (Active Duty and National Guard) since 1999, Nick retired in 2021 with twenty-two years of honorable service. While serving in the Kansas National Guard, Nick also served as a Kansas State Trooper from 2007-2011. Nick’s integrity, attention to detail, and commitment to excellence served him well both in the Army and as a State Trooper; he now focuses those attributes on serving his clients.
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.
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© 2025 Your Retirement Reality | Privacy Policy
The content presented is published solely for informational purposes, and it was developed from sources believed to be providing accurate information. The content is not intended as financial, investment, tax, or legal advice. to receive such advice, You should discuss your particular facts and circumstances with your financial or investment advisor, tax professional, or attorney. The content is not a solicitation nor an offer to buy or sell any investment product. Viewing of content does not create an advisor-client, nor an attorney-client, relationship with anyone. All investments, strategies, and Plans have the potential for gain or loss.
Investment products and financial planning services are offered through Comprehensive Wealth Planning, LLC (“CWP”). CWP is a Kansas registered Limited Liability company (LLC) and a state Registered Investment Advisor (RIA) offering products and services to clients nationally. Click to view CWP’s Investment Advisor Public Disclosures and Registration Status.
*Estate planning and other legal services are offered through Jenkins Legal, LLC (“JL”). JL is a Kansas registered Limited Liability Company (LLC) offering services to clients in Kansas & Missouri.
Copyright © 2023-2025 Comprehensive Wealth Planning, LLC – All Rights Reserved.
*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.