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Annex Wealth Management has always been committed to client growth and education. Planning and saving can be demanding. We’ve found that when our clients master key concepts, it often enhances working together to reach their goals. Because these are not sales presentations, our clients benefit from a truly informative experience.
WEBINAR | 8/20/24
Annex University: Advanced Estate Planning Concepts
Tuesday, August 20th @ 1:00 pm – 2:00 pm CT | 2:00 pm – 3:00 pm ET
Because we know how complex Estate Planning can be, we’re inviting you to a workshop on some advanced Estate Planning concepts.
We will cover:
- Estate Planning for Blended Families
- Leaving Assets in Trust for Beneficiaries
- Tax Efficient Estate Planning in light of The SECURE Act
- Power of Attorney Responsibilities
- Trustee (or Executor) Responsibilities after Death
- Administering Irrevocable Trusts – Trustee & Beneficiary Tips
Webinar starts: 1:00pm CT/ 2:00pm ET