Legacy Insurance Agency - Life Insurance & Retirement Planning

Retirement and Estate Planning: How To Avoid Unnecessary Taxes, Probate & Wealth Loss

Join us LIVE on July 1 at 5pm CST for an eye-opening discussion on Retirement and Estate Planning – and why being unprepared can cost you time, taxes, and your hard-earned wealth.

In this special broadcast interview with Marc Tomei, CLU®, ChFC®, RICP®, we'll explore the critical steps to protect your retirement savings and estate while uncovering the unintended consequences of poor planning:
- How probate can tie up your assets for months or years – and drain thousands in fees
- Unexpected tax hits that erode your legacy
- Common mistakes that lead to lost time, family disputes, and unnecessary wealth erosion
- Practical strategies for wills, trusts, beneficiary designations, and more to safeguard what you've built

Mark your calendar now:
Date: Wednesday, July 1
Time: 5pm CST/6pm ET (NOTE Change)

Streaming live on YouTube and Facebook. Links to follow.