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FREE

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!

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Estate Planning Seminar -
Estate Planning Seminar -

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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Seating is limited. Please RSVP to save your seat.

The Event has reached capacity. Please check back for our next event.