Complimentary Dinner Workshop at The Dish in Valparaiso, IN
Estate Planning Declassified: Preserve What Matters Most to You
Strategies for Estate Planning, Preservation & Retirement Income
We All Deserve An Estate Plan We Can Be Confident In
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 for an enlightening presentation that may help you better understand estate planning strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your estate.
Event Details
The Dish
3907 Calumet Ave #203, Valparaiso, IN 46383
Event Options:
– The Dish on May 10 at 6:00 p.m. – The Dish on May 11 at 6:00 p.m.
Menu: Your choice of a chicken or pasta entrée.
Join us for a special presentation and complimentary dinner at The Dish while we discuss how to preserve your estate and your family.
What we’ll cover:
- 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 workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!
REGISTRATION CLOSES IN:
Why attend?
This workshop combines two empowering elements:
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current retirement income plan.
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.
Your Host:
Todd Wooten
Founder & CEO, Blue Sky Financial Partners
Todd Wooten, Founder and President of Blue Sky Financial Partners, began his career in the financial services industry because of a personal experience that significantly impacted his family. He has since built one of Northwest Indiana’s premier insurance and financial advisory firms with the goal of helping others create solid retirement plans and avoid unnecessary risk.
Todd helps clients create and grow their wealth, protect and preserve their life savings and plan for the distribution of that life savings in the most tax-efficient manner. By challenging traditional financial thinking, Todd helps clients to see possibilities they’ve never considered before.
Todd has been a featured contributor for Fox Business News, CNN Money and Fortune.com and is a nationally sought-after speaker and frequent lecturer for educational institutions.
Guest Speaker:
Kurt L. Kazmierczak
Attorney, Law Office of Kurt L. Kazmierczak
Kurt L. Kazmierczak was born in 1976 in Elkhart, Indiana. After college, he moved to Indianapolis and became a financial advisor. In 2006, he and his family embarked on an adventure and moved to the Denver, Colorado area. After deciding to leave the financial business and go into the law (and after not striking it rich with his gold panning hobby), the family decided in 2012 to move back to Indiana where he attended Valparaiso University Law.
After graduating, he and some friends from law school opened a law firm handling a wide area of legal services. In 2020, he made the tough decision to go on his own and opened a practice to focus on helping local families in dealing with and preparing for the legal aspects of their financial lives.
Many people think they know what they want because they’ve heard they need this or that. What I find is that often times what they want doesn’t create the end result they have in mind. My vision is that through counseling and educating my clients, I can help them get the outcome they desire in the most cost-effective manner possible.
© 2023 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
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. 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. 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.