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Location: Columbia College – Osage Beach
Date: Tuesday, June 18, 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!
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:
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.
Seating is limited. Sign up today to guarantee your seat(s)!
Burke Anglin started in the financial services industry in Sacramento, California in 1988 with Northwestern Mutual. He moved into a field leadership position while in Sacramento in 1994.
Over the next 20 years, Burke continued to serve in various leadership positions in the Financial Services industry with major multi-billion dollar companies.
He has held various certifications including General Securities Representative, General Securities Principal, Registered Representative as well as Investment Advisor Representative. While most of his career he was focused mainly in agency development, delivering financial products through career distribution channels, in this season of his career, he is focused and dedicated to bringing peace of mind and security to the clients that he works with and serves every day. Working with his clients has become the most rewarding part of his career. Burke has been married to Karen for 44 years. They have five daughters and 23 grandchildren. They love living in the country and entertaining all the moving parts of a very busy family.
Do You Still Have Questions?
Call – (573) 693-9443
No, there is no cost to attend.
No, you will be provided with pen and paper to take notes.
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; 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.
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
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.
