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Dear Friends & Neighbors, You are cordially invited to join us for a FREE, no obligation educational seminar to learn more about Estate & Retirement Planning to be held on Thursday, Aug 21st at 6:30pm at the Heritage House on Chardon Square.
Some of the topics we will cover:
• Preparing and designing your estate plan
• What’s included in your estate plan
• What is PROBATE and how it can be avoided
• Reasons you need an estate plan
• Wills vs. Trusts
• When to utilize a UNIVERSAL GUARDIAN TRUST
• Life & Health Insurance to properly protect you, your family, your business, and your estate
• Understanding life insurance and best options for you and your family
• Critical illness, hospital indemnity, and long-term care plans
• Medicare program overview
• Retirement protection and savings
Seats are limited & reserved on a first come, first served basis! Please RSVP to reserve your seat. https://evite.me/Pcr9tZPVWk Please include your phone number and mailing address in the NOTES section for your RSVP.
If you are unable to attend, please contact us on future seminar interest or establish an appointment with us by calling our office or emailing us at [email protected]
We look forward to seeing you!
Kerry and Mike Williams
K & M Financial Partners
401 South St, Ste 4B, Chardon, OH 44024
O: 440-285-4927
https://estates.kandminsurancegroup.com
P.S. We also live here in Chardon in the WOB Development.
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Event Venue & Nearby Stays
Heritage House Chardon, Chardon, Ohio, United States
