Explanation of why estate planning is important and why now is a good time to take care of it.
The importance of having a will to ensure that your assets are distributed according to your wishes after your passing.
The potential problems that can arise without a will.
Discussion of the taxes and administrative costs associated with transferring assets after death and explanation of how an estate plan can reduce these costs.
And much, much more!
"Limited Seats Available - Act Now or Miss Out!"
This FREE webinar is limited to a select few Florida residents. Don't be the one who misses out. Book your seat now and take the first step towards securing your family's future.
Why waste time and money when you can get the answers you need from the comfort of your own home? Our Easy Estate Plan Solution webinar offers a convenient and cost-effective solution to create a comprehensive estate plan.
"Give Us 30 Minutes, and We'll Show You the Best Way to Set Up Your Estate Plan!"
This is a FREE event for people looking for guidance and assistance with this crucial process. In just 30 minutes, we'll show you the best way to set up your estate plan.
What: Creating A Comprehensive Estate Plan Without Breaking The Bank
When: Tuesday, June 13th, 2023, at 6:00 PM EST
Where: Zoom Webinar

Robert E. Grace, JD, CLU, ChFC, RICP
Knowledgeable and experienced Advisor, Customized Retirement Planning
I’ve been helping people just like you make informed, smart, decisions about their retirement plan and investments for almost 20 years.
Bad advice and poor investments costs you time and money, and some "financial salespeople" are just trying to sell you a complicated financial product or cookie cutter, one-size fits all portfolio instead of helping you implement a unique customized solution to your needs.
Retirement is a specialty, the stakes are high and mistakes are costly.


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