Leveraging the Tools and Expertise of Estate Guru, we will cover: The many costs of probate including time and treasures. The difference between a will and a trust. What documents are needed to appoint someone as your power of attorney, and why it matters. Which assets should be placed inside a trust and which can […]
Over the next 20 years, an estimated $124 trillion will transfer to the next generation and the reality is clear: Women will control more wealth than ever before. Adult children will inherit and invest differently than their parents. Therefore, if you don’t develop relationships with women and adult children now, you won’t be their advisor […]
This custom workshop will help insurance agents learn the ultimate blueprint for retaining assets and securing client legacies during the Great Wealth Transfer. If you are interested in a custom workshop for your organization, contact us HERE.
Atlas Member, Kara Turner, from Turner Care Management, will host an appreciation event for her top professional partners. First40 will introduce three steps in creating a custom Closure Map while participants enjoy food and fun! This event is not open to the public, but if you would like to host an appreciation event for your […]
Planning ahead isn’t just practical—it’s a gift for you and your loved ones. Event highlights: Take steps to map your plan and ensure your legacy. Gain peace of mind knowing your loved ones won’t face a frustrating scavenger hunt. Learn practical, nostalgic, and self-care steps. Please RSVP for this complimentary event using the Eventbrite link […]