You're invited!
Preserving Your Estate: Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Join your local host at Morningside University on Monday, May 19 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.
Event Details
Location
Morningside University
1501 Morningside Ave, Sioux City, IA 51106
Date & Time
– Monday, May 19 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 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 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 Presenters
Michael Nash, CLU®, ChFC®, LUTCF | Financial Advisor & Founder of M.G. Nash Financial Solutions
Mike Nash, Founder of MG Nash Financial Solutions is a Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®) and holds his life and health licenses along with securities registrations. He strives to impart the knowledge required for clients to make informed financial decisions. Mike understands that establishing goals and then implementing effective strategies are critical to having a reliable retirement.
Mike’s passionate about nurturing client relationships. He and his staff take a personal approach when working with clients, tailoring plans to each one’s circumstances. Solid long-term relationships are built on honesty, integrity and trust, and Mike believes in working to earn yours.
Jake Natwick | Partner at Heidman Law Firm
Jake Natwick is a partner at the Heidman Law Firm (Sioux City and Sheldon), specializing in estate planning and probate as well as other transactional matters. He grew up in Fargo, North Dakota and graduated from the University of Minnesota with degrees in Music and English before attending the University of Iowa College of Law. Jake is married and has two sons at home with another on the way. When he’s not working, he loves to play guitar and disc golf.
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.
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!
© 2025 Your Retirement Reality | Privacy Policy
Securities and advisory services offered through duly registered individuals on behalf of CreativeOne Securities, LLC, Member FINRA/SIPC and Registered Investment Adviser. M.G. Nash Financial Solutions, Inc., CreativeOne Securities, LLC, and Your Retirement Reality are unaffiliated companies. Licensed Insurance Professional.
Mike Nash
3214 Singing Hills Blvd.
Sioux City, IA 51106
*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.