Building Your Financial Fortress

​Building a Financial Fortress: Protecting Your Wealth in an Uncertain World
Join us for a workshop designed to safeguard your financial future. In today's volatile climate, it's more important than ever to have a robust plan in place. This comprehensive event will cover essential strategies for protecting your wealth, including:
* Estate Planning Basics: Learn about wills, trusts, beneficiaries, power of attorney, healthcare directives, and minimizing estate taxes.
* Asset Protection Strategies: Explore LLCs, trusts, pre/post-nuptial agreements, and how to avoid fraudulent conveyance.
* Wealth Protection for Entrepreneurs & Tech Professionals: Understand equity compensation risks, tax-efficient liquidation, diversification, liability concerns, and exit planning.
* Crisis Planning: Discover strategies for market downturns, the importance of cash reserves, stress-testing your finances, hedging, and preparing for unexpected events.

​Special guest speaker and well known attorney Deidre Von Rock will be on hand to cover everything estate planning and asset protection related.

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Don't leave your financial security to chance. Register now to build your financial fortress!