Sweet Financial Services Presents……$6MM + Estate Planning
Your Virtual Meeting Series: Wednesday, August 19th, 2020 at 4pm cst
Estate planning is very important for both you and those you care about most. For those with a net worth of $6 million or more, it’s especially important. While it may seem complex, it doesn’t have to be, as your money can only go three places: family (people), the IRS, or charity. The good news is you get to typically pick two of the three, but without proper planning, the IRS seems to be the default. Did you notice that ‘the IRS’ spells ‘theirs’?
In this educational session you will know the key estate planning elements to consider, have actionable items to know if you are thinking through things properly, and feel confident your estate plan is implemented with purpose as opposed to guessing.
Your Virtual Meeting Series:
Wednesday, August 19th, 2020 at 4pm cst
Visit www.thesweetupdate.com to RSVP!
Hosted by the Sweet Financial Wealth Advisors
Space is limited, be sure to RSVP at www.thesweetupdate.com to get your link and to reserve your spot. Please feel free to contact us with any questions.
Your Sweet Financial Services Team