Preserving Your Estate: Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Join your local host at Via Linda Senior Center on Tuesday, January 21 or Thursday, January 23 at 6:30 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.
Join the 100,000+ who have attended Your Retirement Reality's nationwide events and walk away with newfound confidence and actionable strategies to help preserve your legacy.
As Seen On
Event Details
Location
Via Linda Senior Center
10440 E Vía Linda, Scottsdale, AZ 85258
Date & Time
– Tuesday, January 21 at 6:30 p.m.
– Thursday, January 23 at 6:30 p.m.
Your Presenter
Christopher Bowman | Founder of Prospect Wealth Advisors
Chris Bowman is a founding member of Prospect Wealth Advisors. Driven by over 30 years of financial services experience, which included a considerable amount of time working in the investment banking industry. Mr. Bowman has embraced the notion that there is no “one size fits all” investment plan.
The importance of building a true independent firm was paramount. Delivering unbiased, transparent and custom strategies that are aligned with our clients’ goals and aspirations. This holistic team approach allows us to have a deeper relationship with our clients. We look to clearly understand how to optimize returns for their situation, mitigate risk, reduce taxes, develop a sound estate plan and work to create reliable income.
Chris affirms that you cannot excel and thrive as an Investment Advisor if you don’t have a passion for helping people. “I cherish the enduring relationships I have built over a long career”. Those relationships go beyond managing assets. It is a trusted confidante, support and guidance after the loss of a loved one and so much more. “I feel blessed to have some incredible clients that are also incredible friends.
Chris is now married to his beautiful wife Barbara, with whom he has two children. The Bowman family enjoys art, music, drama and architecture. They also love traveling to new destinations, a longtime passion of Chris’. He was lucky enough to travel the world at a young age, and he still enjoys the opportunity to embrace new countries and cultures. He’s also active in his community, working with organizations like Folds of Honor and PAVE to support groups and causes he believes in. Additionally, Chris enjoys spreading financial awareness, especially on his radio show Nuggets of Knowledge, which he hosts with our co-founder Jon Floyd. You can listen to the show every Sunday from 1 p.m. to 2 p.m. on KTAR 92.3 FM.
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 expert guidance to meet your unique needs.
- Avoiding the pitfalls of probate: Strategies to save time, reduce costs and alleviate stress for loved ones.
- Reducing taxes and costs: Proven methods to minimize probate fees, court costs and taxes.
- Ensuring 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 ways to help maximize your benefits and ensure you get the most out of your contributions.
Proactive Social Security Strategies
Learn ways to help maximize your benefits and ensure you get the most out of your contributions.
Frequently Asked Questions
Who is presenting?
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.
Privacy Policy: 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!
© 2025 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.ssa.gov/cola/
³ https://www.fool.com/retirement/2019/06/22/most-people-are-expected-to-outlive-their-savings
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Prospect Wealth Advisors are unaffiliated entities. Licensed Insurance Professional.
*Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged.
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.