Don’t make these mistakes when planning for your retirement!

Retire Safely

Avoid the 7 Costly Mistakes Families Make in Their 

Estate Planning

Financial & Tax Architects and Your Estate Matters, LLC invite you to attend a fun and information-packed seminar as our guest.

Tuesday, June 18, 2024
6:00- 7:30 pm CDT
Sunset Hills Community Center
3915 S Lindbergh Blvd, St. Louis

Register To Attend:

In this 90-minute presentation, you’ll learn things like

  • What are the 7 Costly mistakes families make in their estate plans?
  • PROBATE - what is it, why does everyone want to AVOID IT?
  • How do I ensure my children don’t waste or lose their inheritance?
  • If I die first, and my spouse remarries, will my kids still get the money?
  • How do I leave my money to my financially irresponsible kids?
  • How do I keep my assets in the family and protect them from lawsuits, or my child’s ex-spouse?
  • Why should I update my Trust in light of the recent changes to Estate Tax Laws?
  • How will the recent passing of the SECURE Act impact my planning?
Questions for retirement planning

The investment information, education, classes, and discussions we provide are for general education and discussion purposes only and are not intended for specific tax, legal or financial advice. Our media appearances and interviews are paid advertisements and do not constitute endorsements by any media interviewers, personalities, professionals, or entities. Always consult your tax, legal or financial professional before making any decisions. Financial & Tax Architects LLC and its affiliates have no liability for investment decisions, or other actions taken or made by you based on the general information we provide. All insurance and annuity products are based on the claims paying ability of the providers. The information we provide is believed to be accurate, factual, and up to date, but we do not guarantee its accuracy and you should not regard it as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, are limited to the dissemination of general information, and may not be the best selection for you. A professional advisor should be consulted before implementing any of the general strategies presented. Examples are for illustration purposes only. Results may vary. “Your Retirement Professors®” is used for marketing purposes only. The term should not be considered an accreditation and does not imply a heightened level of knowledge or expertise. You are never obligated to enter into a customer relationship for advisory services or to purchase an insurance or annuity product. We encourage you to be a well-informed investor and to ask your financial professional about any investment products and services, the material risks and limitations associated with the potential benefits, and the related fees and costs before you make any investment decision.

Investment advisory services offered through Financial & Tax Architects, LLC, registered investment adviser. Insurance and annuity products offered through AdvisorMax, LLC, an affiliated insurance field marketing organization.