Estate & Retirement Planning Essential Workshop hosted in Lombard, IL

Did you know that 67% of Americans have no estate plan in place? And that the average estate loses 4-10% of its value to probate-related costs when no trust is in place?

COVERED TOPICS:

• Estate Planning Essentials: Wills, trusts, beneficiary designations, and avoiding probate
• Retirement Tax Strategies: How to minimize tax exposure over time
• Income Planning & Taxation: Managing withdrawals, RMDs, and Roth strategies
• Investment Alignment: Ensuring your portfolio supports long-term legacy goals
• Healthcare Considerations: Health Insurance, Medicare, long-term care, and how healthcare expenses affect your estate
• You’ll leave with a broader perspective on how to protect what you’ve built and ensure your financial future aligns with your personal legacy.

ESTATE & TAX PLANNING RETIREMENT ESSENTAILS:

• How rising taxes could impact your retirement income—and what you can do about it
• Why required minimum distributions (RMDs) may trigger unexpected tax liabilities
• The role that incremental Roth conversions can play in long-term tax minimization
• How estate planning and tax strategies work together to protect your heirs
• The importance of coordinating investment withdrawals and retirement income with your tax plan
• Mistakes many retirees make when planning for real and potential healthcare costs

WHO SHOULD ATTEND?

• Are nearing or already in retirement and want to improve their planning
• Want to better understand how estate, tax, and retirement strategies work together
• Are worried about protecting the legacy they leave

Educational workshops fill up quickly, reserve your free ticket today!

These educational Workshops are not endorsed by nor affiliated with Helen Plum Library.

Goldstone Financial Group, LLC (“GFG”) is a registered investment advisor with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or qualification. This material is provided for informational purposes only.

Also check out other Workshops in Lombard, Health & Wellness events in Lombard.