A No-Cost Event in Weston
Estate Planning Made Simple
Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy
This event is sponsored by FBEA – Federal benefits Education Association, a nonprofit organization 501 (c)(3) Corporation
800.567.0197
Event Details
Bonaventure Town Center Club – The Pearl Room
16690 Saddle Club Rd
Weston, FL 33326
Event Options:
– Thursday, April 30 at 6:30 p.m.
– Saturday, May 2 at 10:30 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 Bonaventure Town Center Club 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:
- What’s changing in estate and legacy planning in 2026.
- 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!
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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.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
David Durham | Federal Benefits Educational Association
At the Federal Benefits Educational Association (FBEA), a nonprofit 501(c)(3), we believe true financial confidence starts with education, not guesswork. Our mission is to give you clear, straightforward strategies on Social Security, estate planning, and beyond, so you can protect your legacy, reduce unnecessary taxes, and keep your loved ones from facing needless hurdles.
Think of this event as your chance to gain the knowledge and tools you need to take control of your financial future — because retirement should be enjoyed, not stressed over.
© 2026 Your Retirement Reality | Privacy Policy
¹ 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. 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.