Estate Planning for Retirees Who Want to Leave a Financial Legacy

Name: Estate Planning for Retirees Who Want to Leave a Financial Legacy
Start: 2023-07-12
End: 2023-07-12
Location: Lewes Public Library

If you are in your mid or late phase of retirement, it’s important to start planning for your estate and financial legacy. This workshop will provide expert retirement planning advice and strategies on how to maximize your retirement income, minimize taxes, and leave a financial legacy that aligns with your values and goals.

Date

Jul 12 2023

Expired!

Time

8:00 am - 6:00 pm

Labels

Library Workshop

Location

Lewes Public Library

111 Adams Ave, Lewes, DE 19958

Organizer

Bethany Lewis, CRPC®

Phone

302-265-2236

Email

bethany@bdfsmail.com

Website

https://blackdiamondfs.com/

Black Diamond Financial Services is a private wealth management company that provides comprehensive financial planning and investment advice. Our personalized approach to wealth management includes customized solutions for all of our clients, including the business owner. We provide assistance with succession planning, employee retirement plans, as well as 401(k) rollovers and life insurance planning. Black Diamond Financial Services has been helping generations of investors grow, protect, and manage their wealth since 2010.

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Disclaimer

Registered Representatives with securities offered through The Leaders Group FINRA/SIPC. Investment advice offered through BDFS Capital LLC, a Registered Investment Advisor. The Leaders Group and BDFS Capital, LLC are not affiliated. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.