ASSET PRESERVATION WORKSHOP: 101, 202, 303, 404 and PHD

Creating an intelligent Asset Preservation Estate Plan

The “Falling Rocks” of Probate—life and death.

The “Silliness” of relying on titling assets haphazardly—or as advised by well-meaning financial and accounting counselors, or “dabblers”.

The Hidden “dangers” of myopically using the “shortcuts” of POD,TOD and Beneficiary Designations.

The “new” most deadliest tax, the Capital Gain Tax—and how to minimize, delay and even Avoid.

The “insidious” games IRS and Creditors will play with your IRAs, 401Ks and other retirements—What will your family really receive?

How the “Trust solves everything” motto appears to be accurate AGAIN.

Thursday November 5 -- Start Time 7:00pm (Registration starts at 6:15)
Location: Midway Hotel 1005 S Moorland Rd Brookfield, WI 53005
Please register at our meetup site: http://bit.ly/Vax6eN (http://milwaukeewealthbuilders.us5.list-manage.com/track/click?u=3f2f985db299ace7c0bf23510&id=3bd5b35739&e=45dec55901)

The Milwaukee Wealth Builders

www.milwaukeewealthbuilders.com (http://milwaukeewealthbuilders.us5.list-manage.com/track/click?u=3f2f985db299ace7c0bf23510&id=d7c7596e51&e=45dec55901)

262-510-8870
Milwaukee Wealth Builders Meet Up: http://bit.ly/Vax6eN (http://milwaukeewealthbuilders.us5.list-manage.com/track/click?u=3f2f985db299ace7c0bf23510&id=007665a063&e=45dec55901)

We meet the 1st Thursday of the month (except Jan 2015 and July 2015).
Milwaukee Wealth Builders is a membership only group ($69 or 99 yearly), however we invite anyone and everyone to visit us one time as a non-member to check us out ($20 door charge). The membership covers the cost to run the group as the principles involved in the MWB are volunteer only and are not compensated for their time.

There is a $10 door charge for all $99 memberships and $20 for all $69.00 memberships to cover the cost of the
room and food/beverage that is provided.