Wills, Trusts, & Estate Planning Strittmatter Wealth Management Group Weatherford College Tarleton State University Tarrant County College University of Texas at Arlington Instructor Josh W. Strittmatter Kelly Buchfink Wealth Management Firm Financial Advisor Financial Planner Financial Planning Investment

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

 

Friday, September 20th 2019
1:00pm - 4:00pm
$49

THURSDAY, September 26th 2019
6:30PM - 9:30PM
$49

 

University of Texas at Arlington

140 W. Mitchell Street
Arlington, Texas 76019

Friday, October 11th 2019
1:00pm - 4:00pm
$69

Thursday, October 17th 2019
6:30PM - 9:30PM
$69


REGISTER TO LEARN:

  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation, and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:

  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • "Big Picture" Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation


 

Without an estate plan you lose control of the distribution of your estate and you may incur unnecessary costs and taxes.

By attending this class, you will learn about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.