Timely Event at Indian River State College Mueller Campus - Brackett Library in Vero Beach, FL
Preserving Your Estate
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
Event Details
Indian River State College Mueller Campus – Brackett Library
6155 College Ln, Vero Beach, FL 32966
Event Options:
– Tuesday, July 29 at 6:00 p.m. – Wednesday, July 30 at 6:00 p.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 Indian River State College Mueller Campus – Brackett 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:
- Advantages and disadvantages of wills and trusts.
- Strategies designed to help reduce tax exposure when transferring assets to heirs.
- How to plan your estate to help ensure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, strategies to help you 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: 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!
Do you have an estate plan in place?
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.
26% of Americans
have an estate plan.¹
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.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Meet Your Host
Dean Statler | Founder of Pathway To Retire
Meet Dean Statler, a financial advisor and seasoned tax-efficient retirement income strategist with a passion for empowering individuals to protect their financial futures during their retirement years. With a wealth of experience and expertise in the field, Dean is dedicated to providing comprehensive strategies designed to optimize retirement income while strategically minimizing tax obligations.
Navigating Retirement Income, Tax Efficiency Strategies, and Legacy Planning:
Dean’s expertise extends beyond retirement income and tax efficiency strategies. He recognizes that planning for the future also involves preserving your legacy and maximizing the impact you leave behind. Dean’s holistic approach helps to ensure that his clients’ financial goals align with their desire to create a meaningful legacy for their loved ones and causes they hold dear.
What Sets Dean Apart:
Expertise: Dean leverages his team of professionals with years of specialized experience to craft sophisticated strategies that align with his clients’ retirement goals, tax efficiency, and legacy aspirations.
Personalized Approach: Understanding that no two retirements or legacies are the same, Dean takes the time to understand your financial landscape, preferences, and aspirations, helping to ensure his recommendations resonate with your unique circumstances.
Tax Efficiency: With a keen eye on aiming to maximize both after-tax income and legacy value, Dean’s team implements strategies designed to not only generate tax efficient income but also help preserve and enhance your legacy.
Stable Future: Dean’s guidance is about more than just financial advice; it’s about helping to ensure a protected and fulfilling retirement while leaving a lasting legacy that reflects your values.
Family at the Core:
Dean values family deeply. He’s a proud parent to three adult children, Dean Jr., Brooke, and Samuel, who have given him the blessing of seven grandchildren. A strong family foundation drives Dean’s commitment to helping you achieve financial security and leaving a lasting legacy for your loved ones.
Experience Dean’s Dedication:
Connect with Dean Statler today to embark on your journey toward a protected and fulfilling retirement and to help maximize your legacy’s impact. With Dean as your guide, you’ll benefit from his knowledge, commitment to client success, and a strategic approach that paves the way for a confident retirement and meaningful legacy planning. Take the first step towards a retirement and legacy that reflect your goals and aspirations by partnering with Dean Statler. Your future awaits – and it’s brighter than ever before.
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¹ https://www.thinkadvisor.com/2024/04/23/only-26-of-americans-have-an-estate-plan/
Dean Statler (NPN#8927134) is a licensed Life, Health, and Annuity agent in Florida (License Number: P069240) and Registered Investment Advisor Representative under Virtue Capital Management, (CRD# 7005156) – Investment Adviser (sec.gov). Investment advisory services are provided through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Pathway To Retire LLC (PTR) operate independently. For a full description of investment risks, fees, and services, please review the Virtue Capital Management firm brochure (ADV Part 2A), available from your Investment Advisor Representative or by contacting Virtue Capital Management. This information is not intended as tax or legal advice and should not be used as such. You are encouraged to seek tax or legal advice from an independent professional.
The information contained herein is for informational and educational purposes and does not constitute tax or legal advice. Contact your qualified tax or legal professional for such advice.
Investments and investment strategies involve risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives. Licensed Insurance Professional.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.
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.