Estate Planning for Everyone/Legacy Maximization Event at Spanish River Library – December 3 and 5, 2024 – My Path to Retirement

Estate Planning for Everyone Complimentary Educational Event at Spanish River Library

Protect Your Legacy: Estate Planning Made Easy

Educational Event Details:

Location: Spanish River Library

Date: Tuesday, December 3 OR Thursday, December 5, 2024

Time: 6:30 PM

Address: 1501 NW Spanish River Blvd; Boca Raton, Florida 33431

Seating is limited.
Nothing will be sold and there is no charge to attend!

Don’t leave important decisions to the court

Join us for a complimentary dinner and interactive presentation that may help you better understand legacy planning strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your legacy.

Our presentation will discuss the process of creating a comprehensive estate planning portfolio, including:

What we’ll cover:

Trusts
Wills
Powers of Attorney
Advance Directives

And much more!

Without a comprehensive estate plan, your heirs could face big tax burdens and lengthy legal proceedings, and the court might designate how your assets are divided – even who gets to raise your children.

Space is limited, so fill out the registration form here to reserve your seat today.

Complimentary Educational Event Registration

Seating is limited. Sign up today to guarantee your seat(s)!

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By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.

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About Your Presenter

Larry Goldstein

Larry and his team at Meridian have been designing strategies to help his clients preserve, protect and pass on their wealth for over 15 years. Larry specializes in retirement income planning for clients who want to ensure they do not have more risk in their retirement portfolios than they are comfortable with. Many of these people are close to retirement age, but their financial portfolios are NOT ready for a retirement that could last 25-30 years! Larry is committed to every aspect of his clients’ plans being designed, implemented, and reviewed regularly. Each portfolio is actively managed to meet that client’s specific needs and objectives. Larry works closely with accountants and estate planning attorneys to ensure that his plans are designed in the most tax-efficient ways, minimizing taxes and maximizing legacy.

Larry holds the Certified Financial Fiduciary designation, which means he is always obligated to place his clients’ best interests before his own. He has been quoted and interviewed by numerous media outlets, including Kiplinger’s, Yahoo Finance, Fox News, Reuters, CBS, and the Miami Herald, educating people that the “status quo” of retirement planning has major flaws and that no one should be subject to or experience another severe market downturn like the financial crisis of 2008-09.

His “Retirement Readiness” financial process helps his clients manage risk, and generate secure income from their 401(k)s, IRAs and savings.

Larry Goldstein lives in Boca Raton, Florida with his 24 year old twins and enjoys boating and bike riding.

Larry graduated from American university in Washington D.C with a degree in finance.

Questions Call – (561) 576-7737

Florida State License Number: FL P219836

Frequently Asked Questions

Is there a cost to attend?

No, there is no cost to attend.

Do I need to bring anything?

No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed?

No there will not be any discussion of any investments whatsoever.

Legal documents are written by Attorneys. Do-it-yourself estate document software licensed from EDP, LLC. Marc Boesener; Talach Financial LLC; LegacyLock, LLC; and EDP, LLC are not law firms and do not provide legal or tax advice. If you have questions about your specific circumstances, you should consult with an attorney or tax advisor who is licensed in your state.

We are an independent financial services firm providing individuals, families alternative investment strategies to help them meet their retirement objectives. We are not affiliated with the IRS and do not provide Tax advice, but consult with CPAs on a regular basis.

GET IN TOUCH

MAILING ADDRESS

My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022

PHONE NUMBER

Phone: (816) 702-5158

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.