JOIN US FOR THIS MUST-ATTEND ONLINE EVENT!
Don't leave your estate plan to chance. Learn why an estate plan with tax strategies is critical.
Tuesday, August 18th at 6:00pm
-OR-
Wednesday, August 19th at 12:00pm
The difference between a will and a trust.
How to control who gets what, how and when.
How to pay for long-term care without burning through retirement savings.
How to ensure your family maintains control of your assets!
Three strategies to help greatly reduce taxes in retirement!
How to avoid the costly probate process.
This presentation is extremely popular and SPOTS ARE LIMITED. Reservations and confirmations are required.
"One of the most impactful presentations I've ever seen."
Mark Roberts
Mark Roberts is the Director of Operations for the Foundation for Financial Education, a national 501(c)(3) nonprofit providing local communities with free education on a variety of financial related topics.
Mark attended Avila University, in Kansas City Missouri where he earned his degree in finance. Mark has worked in the industry for over 20 years and throughout his life and career; his independence has stayed with him and has inspired him to help others reach their own financial independence.
Family is important to Mark, so when he isn’t helping clients, you can find him coaching kids’ sports like softball, baseball and basketball. He and his wife Amy have three children, Garrett, Paige and Savannah. He greatly enjoys working with children’s charities and extends his passion to working closely with Sproles Empowered Youth, Autism Speaks and Children’s Cancer Research.
This event is hosted by The Foundation for Financial Education
info@estateplanning-101.com | 913.258.2700 | 13220 Metcalf Suite 220, Overland Park, KS 66218
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The Foundation for Financial Education is a 501 (c)(3) non-profit organization dedicated to providing free educational resources to the public. Founded in 2009 as a result of urgent need to eliminate financial illiteracy, F3E has helped thousands of individuals become more fiscally fit by understanding financial pitfalls that they may encounter in their everyday lives. Local industry experts contribute their time and expertise to conduct, financial workshops to companies, churches, municipalities, and non-profit organizations at no cost. F3E workshops are considered to be informative, entertaining, and educational. The host organization benefits from these seminars, by creating goodwill and strengthening morale amongst its employees. The participants benefit from the knowledge they gain and the financial experts benefits by having the opportunity to give something back to the community in which they serve. While the workshop presenters are businessmen and businesswomen, F3E workshops are not sales events. The purpose of the workshops is to provide valuable financial education to the participants that attend, and no specific products or companies are endorses.