Timely & Informative Estate Planning Event at Mustang Library in Scottsdale, AZ

Preserve What Matters Most to You

Strategies for Estate Planning, Preservation & Retirement Income

Event Details

Mustang Library
10101 N 90th StScottsdale, AZ 85258

Event Options:

– Wednesday, October 30 at 5:00 p.m.

– Saturday, November 2 at 11:00 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 Mustang Library 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 make sure 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 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: 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!

Days
Hours
Minutes
Seconds
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.²

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.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.

Will

Meet Your Host

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.

© 2024 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.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html

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.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

 

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

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.