Free Educational Webinar
Discover how to keep your Estate out of probate (and with your family)!
What you’ll learn:
✓ How the SECURE Act significantly changed the world of estate planning
✓ Potential strategies that protect your nest egg from nursing home and long-term care (LTC) costs
✓ How a will is different than a trust
✓ Why every homeowner should consider using a trust
✓ How you can avoid the costly probate process
Meet your host:
Jeff Foster, CFP®
Jeff has 22 years of experience as a Wealth Advisor. He’s seen the highs and lows of the market and his clients’ personal lives. He believes in “preparedness over prediction.” Jeff loves to help his clients pursue their financial goals, find peace of mind, and cut through the complexity that comes with efficiently managing their money.
TVAMP is a registered investment advisor. This material should be used as helpful hints only. Each individual situation will vary. For more information and answers to many questions about Social Security benefits, go to ssa.gov. Tennessee Valley Asset Management Partners (“TVAMP”) is an SEC-registered investment adviser located in Knoxville, TN. Registration as an investment adviser does not imply a certain level of skill or training. For more information please visit: https://adviserinfo.sec.gov and search for our firm name.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This event is not sponsored or endorsed by, nor affiliated with the location/venue.