Networking & Legal Updates for Our Professional Partners
As a way to say thank you and continue to provide more value to our network of wonderful professional partners, we are hosting a morning of networking and a chance to hear important legal updates that affect you and your clients. All over coffee and breakfast refreshments provided by us!
Networking: 8:30 – 9:00 a.m.
Presentation: 9:00 a.m. – 10:00 a.m.
“Protecting Their “Pot of Gold”: A Masterclass on Retirement Accounts, Asset Protection, and Estate Planning Solutions for Your Clients.”
Keeping in the theme of March and St. Patrick’s Day, we would like to talk about retirment accounts which for many clients is their “pot of gold” they want to protect and pass on to their family. No matter how big or small, its a legacy gift; something to provide assistance and positive influence for the children or grandchildren.
We know this only happens with good planning. That’s why we want to share with you what common mistakes your clients should avoid when it comes to retirement accounts as well as some tips and strategies they can use to provide even better protection.
If you are a financial advisor, CPA, insurance agent, banker, mortgage lender, realtor, elder law care provider, or other professional in our network or interested in joining our professional partner network, please join us!
Hosted by Snyder Law, PC and presented by attorney Kevin Snyder, the purpose of this series to help give you the knowledge you need to pass along more value to your clients. We do that by giving a brief educational presentation about an important legal topic. We also want to encourage networking among those professionals we trust so that we can all share in each other’s great resources.
This event is open to a professional advisor in any industry who is is currently one of our preferred partners or is interested in connecting with us to become one. We look forward to seeing you , getting you some coffee and breakfast, and sharing some quality information.
Coffee and Light Breakfast Refreshments will be provided
Seating is Limited
Reserve Your Seat Today!