Protect Your Legacy – Estate Planning Event at Columbia College – Osage Beach – My Path to Retirement

Complimentary Educational Workshop at Columbia College – Osage Beach, MO

Protect Your Legacy: Estate Planning made Easy

Educational Event Details:

Location: Columbia College – Osage Beach

Date: Tuesday, August 20, 2024

Time: 10:30 AM OR 5:30 PM

Address: 900 College Boulevard; Osage Beach, Missouri 65065

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 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 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

Kylene Jay

Kylene serves as Legacy Planning Coordinator and Licensed Agent. She has obtained the coveted certification of Certified Estate Planner from the National Institute of Certified Estate Planners and is 1 of 8 Certified Estate Planners in Missouri. Kylene has over 15 years of valuable customer service skills. She will walk you through the process of your Estate Planning, focusing on your needs and future generational needs. She is an excellent administrator of these valuable documents and brings a holistic approach to your experience.

In her personal time Kylene can be found attending her daughter’s concerts and festivals, and when there are no band opportunities you can find her camping, floating one of Missouri’s beautiful rivers, or hiking with her dog.

Do You Still Have Questions?
Call – (573) 693-9443

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. Burke Anglin; Kylene Jay; KeyEstateDocs, LLC Jennings Insurance Group, 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.

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.