Timely Event at Lufkin/Angelina County Chamber of Commerce in Lufkin, TX
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
This workshop is hosted by the Association of Financial Educators and TWLS Group. It is not sponsored, endorsed, or organized by the Lufkin/Angelina County Chamber of Commerce. The Chamber of Commerce is only providing the venue for this event.
Event Details
Lufkin/Angelina County Chamber of Commerce
1615 S Chestnut St, Lufkin, TX 75901
Event Options:
– Tuesday, June 24 at 6:00 p.m.
– Saturday, June 28 at 10:30 a.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 Lufkin/Angelina County Chamber of Commerce 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:
- Advantages and disadvantages of wills and trusts.
- Strategies designed to reduce 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, 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!
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 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
Gary Dannar | TWLS Group
Gary is passionate about helping clients navigate their financial journey with confidence. With a focus on retirement income strategies, estate planning, and wealth building, Gary brings years of expertise and a commitment to helping make complex financial concepts simple and accessible. He believes in empowering clients to take control of their financial future while building legacies that last.
Gary serves God by serving his family, his church, and his community. Spend a little time with him. You’ll find him – as his clients do – to be someone dedicated to making your wellbeing the priority.
One of the ways Gary, an educator with The Association of Financial Educators (a nationwide 501(c)(3) nonprofit educational bureau) and his team give back to the community, is by holding free informational workshops.
“I’ve had my own financial difficulties being a small business owner since the early 80’s and between my experience and my clients struggles I’ve learned a thing or two.”
© 2025 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.html
AFE is a nationwide 501(c)(3) nonprofit educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more. Our members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.
Advisory services are offered through Tubreauxs Wealth & Legacy Solutions, LLC a Registered Investment Advisor in Texas and Louisiana. Insurance products and services are offered through Gary Dannar and his associates doing business as Tubreauxs Wealth & Legacy Solutions (TWLS Insurance). TWLS Group and Your Retirement Reality are not affiliated. Licensed Insurance Professional.
TWLS Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
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.