Secure Your Legacy: Join Us for “Wealth Beyond Your Lifetime” at Lewes Public Library Thursday, November 14, 2024
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Secure Your Legacy: Join Us for “Wealth Beyond Your Lifetime” at Lewes Public Library
Lewes, DE — InFocus Financial Advisors, Inc. invites you to “Wealth Beyond Your Lifetime: Ensuring Financial Security for Future Generations,” a comprehensive course dedicated to the strategic use of 529 plans for multi-generational education funding. The event will be held on Thursday, November 14, 2024, from 10:00 AM to 11:00 AM at Lewes Public Library, 111 Adams Ave, Lewes, DE 19958.
Presented by Sandra Warren, CFP®, a Financial Advisor at InFocus Financial Advisors, Inc., and an instructor with Money School, this session will focus on empowering participants with the knowledge and tools to secure their financial legacy for future generations. Attendees will gain insights into Dynasty 529 plans, strategies to minimize estate taxes, and strategies to maximize the impact of their financial assets.
Key Topics Include:
- Using Dynasty 529 Plans: Explore how to effectively fund education for children, grandchildren, and future generations through innovative 529 plans.
- Minimizing Estate Taxes: Learn practical strategies to reduce potential estate taxes and enhance the benefits for future beneficiaries.
- Empowering Financial Stewardship: Understand how to create a lasting legacy through thoughtful financial planning and stewardship for future generations.
“‘Wealth Beyond Your Lifetime’ is designed to help individuals make informed decisions about their financial future and leave a meaningful legacy,” said Sandra Warren. “We are excited to provide guidance on how to navigate complex financial landscapes and ensure that your assets benefit future generations.”
Event Information:
- Date: Thursday, November 14, 2024
- Time: 10:00 AM - 11:00 AM
- Location: Lewes Public Library, 111 Adams Ave, Lewes, DE 19958
Registration to attend the class is done online at:
https://retireinfocus.com/wealth-beyond-your-lifetime/
For more information about the workshop or to reserve a seat, please contact Jessica Grangier of InFocus Financial Advisors, Inc. at jessicag@retireinfocus.com.
About InFocus Financial Advisors, Inc.:
InFocus Financial Advisors, Inc. is committed to providing personalized investment and planning solutions to help individuals navigate the complexities of retirement planning. With a team of experienced professionals, InFocus offers advanced financial expertise while prioritizing cost-effectiveness for its clients.
Investors should consider the investment objectives, risks, charges, and expenses associated with municipal fund securities before investing. This information is found in the issuer's official statement and should be read carefully before investing. Investors should also consider whether the investor’s or beneficiary’s home state offers any state tax or other benefits available only from that state’s 529 Plan. Any state-based benefit should be one of many appropriately weighted factors in making an investment decision. The investor should consult their financial or tax advisor before investment in any state's 529 Plan.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
For media inquiries, please contact:
Jessica Grangier
Client Experience Associate
InFocus Financial Advisors, Inc.
31454 Winterplace Parkway, Salisbury, MD 21804
Phone: 410-677-4848
Email: jessicag@retireinfocus.com
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