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.
AVOID THE TOP THREE ESTATE PLANNING MISTAKES THAT COULD COST YOU AND YOUR FAMILY THOUSANDS!
Webinar Details
- Estate Planning Webinar
Monday, September 28th at 6:00pm
-OR-
Tuesday, September 29th at 12:00pm
Virtually attend this FREE event and...
- Discover ways to ensure you avoid probate, delayed access to assets, or expensive attorney fees with even a simple plan.
- Learn how the brand-new SECURE Act can greatly affect your estate plan.
- Learn the vital link between your estate plan and your overall retirement plan and what this can mean for the amount you owe the IRS.
- How, and why, long-term care can burn through any solid retirement plan.
Without the proper plan, your hard-earned assets could be left unprotected!
During this presentation we will discuss topics such as...
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."
Event Starts In
Meet Our Presenters
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.
Glenn Stockton
Glenn Stockton is the Managing Partner and Estate Planning and Elder Law Attorney with the firm of Stockton & Stern, LLC. Stockton & Stern serves clients in both Kansas and Missouri and has offices in Overland Park’s Corporate Woods and in Gardner, Kansas.
Prior to attending law school at the University of Kansas, Glenn completed his undergraduate studies at Benedictine College and then attended the University of Edinburgh in Edinburgh, Scotland where he pursued post-graduate studies. Glenn is a frequent guest speaker and lecturer throughout the mid-west on estate planning topics as well on topics related to how to protect assets from the threats of taxes, probate and the cost of long-term care.
Glenn is accredited by the Veterans Administration and is a member of the National Association of Elder Law Attorneys (NAELA). He is also a Rotary International Paul Harris Fellow and serves on the Board of Directors for the Olathe Health Charitable Foundation and the Board for Great Plains Senior Veterans.
Retire educated. Ready to take on the most fulfilling years of your life?
This event is hosted by The Foundation for Financial Education
info@estateplanning-101.com | 913.258.2700 | 9000 West 151st St. Overland Park, KS 66221
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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.