In-Person Seminar
Leveraging Trusts & Structured Investments for Lasting Wealth
Stop putting it off!
Join us for an insightful presentation on Leveraging Trusts & Structured Investments for Lasting Wealth with expert estate planning attorney Keith McMahon and wealth advisor Will Martin. Discover how to strategically use trusts and structured investments to protect your assets, minimize taxes, and build generational wealth. Learn practical solutions for securing your financial future while ensuring your legacy endures. Whether you’re planning for retirement, passing on wealth, or safeguarding assets, this session will equip you with the tools to make informed decisions for lasting financial success.
SEATING IS LIMITED. RSVP TODAY TO RESERVE YOUR SEAT.
Your family will thank you!

Leveraging Trusts & Structured Investments for Lasting Wealth
DATES AND LOCATIONS TO CHOOSE FROM:
February 26, 2025 11:30 AM – 1:00 PM
MudBugs
306 S. Main St. Suite 107
Buda, TX 78610
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