Timely Dinner or Lunch at the Bavarian Inn, Resort and Brewing Company in Shepherdstown, WV
Preserving Your Estate
Financial Considerations to Help You Leave a Lasting Legacy
Event Details
Bavarian Inn, Resort and Brewing Company
164 Shepherd Grade Rd,
Shepherdstown, WV 25443
Event Options:
– Wednesday, March 18 at 11:30 a.m.
Seating is limited. A complimentary meal will be served. There is no charge to attend!
MENU:
Lunch Entrée Choices:
Lemon Chicken w/ Mushrooms & Artichokes in a lemon butter sauce, German style roasted potatoes & sauerkraut
Filet of Salmon w/ leek sauce, steamed vegetables & potato puree
Sauerbraten – Choice Roast Beef marinated in vinegar & spices w/ sliced almonds, red cabbage & potato dumpling
Vegetarian Chef’s Choice
Dinner Entrée Choices:
Lemon Chicken w/ mushrooms & artichokes in a lemon butter sauce, German style roasted potatoes & sauerkraut
Beef Rouladen – Rolled Beef with mustard, pickles & onions, served with buttered noodles & braised red cabbage
Crab Stuffed Salmon w/ whole grain mustard beurre blanc, served with whipped potatoes & asparagus
Seasonal Vegetarian Ravioli
Do you understand how today’s financial decisions could shape your estate plan and the financial stability of your loved ones?
Join us at Bavarian Inn, Resort and Brewing Company for an enlightening presentation designed to help you better understand how insurance products and financial strategies intersect with estate planning considerations and retirement income decisions.
This session focuses on financial awareness, not legal advice. At the event, we’ll discuss:
Common financial considerations that can influence retirement and legacy outcomes.
How retirement income decisions can impact surviving spouses and loved ones.
The potential role insurance products can play in providing income continuity and protection.
How beneficiary-related decisions within financial accounts can affect long-term planning.
Ways unexpected events—such as illness, disability, or extended care needs—can affect retirement assets.
How long-term care expenses may influence financial plans and legacy goals.
Financial risks that can impact wealth over time, including market volatility and changing tax rules.
How insurance and survivor benefits are often incorporated into broader financial planning discussions.
Why coordination between financial decisions and legal planning is commonly encouraged.
Philanthropic and legacy considerations from a financial planning perspective.
- And much more!
*The featured speaker is not an estate planning attorney. This presentation is being given by a licensed insurance professional and is designed to inform you of how insurance products and strategies may intersect with your estate plan. For help with creating or revising your estate plan, please contact an attorney.
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Do you know how your retirement income plan intersects with your estate plan?
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 no-cost retirement snapshot analysis for your current strategy.
Meet Your Host
Tyler Torlone, Founder & Owner | The Potomac Agency
With experience in insurance, retirement income planning, risk management, and wealth-building strategies, Tyler helps clients simplify complex financial decisions and implement clear, actionable plans. His approach emphasizes education, transparency, and long-term relationships, giving clients confidence in their financial direction.
Tyler specializes in working with families, business owners and high-net-worth individuals on retirement planning, legacy strategies, and asset protection. Known for his client-first philosophy and attention to detail, he prioritizes understanding each client’s unique situation before recommending solutions that are practical, modern, and forward-thinking.
Matthew Torlone, Founder & Owner and The Potomac Agency do 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.
The Potomac Agency offers insurance products and services. Licensed Insurance Professional. 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. 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. Attend and learn how insurance products can be used in various stages of retirement income planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.