Financial Literacy Workshop 6 - Estate Planning

## Details

Details
This is an in-person and free event for anyone curious about how to pass down family wealth properly without losing half of it to taxes:

- Learn how to make sure that your accounts don't get frozen
- What can be passed on tax free to a spouse, your kids or other family members
- Learn what will be taxed and how to offset potential tax liabilities

Learn the simple steps that you can take today to get you on the path of proper estate planning

🌟 Learn the difference between a will, power of attorney and health directive and why you need all of them, even if you don't have a lot of money or are currently single
🌟 Learn how to protect your kids and spouse from creditors claims on your estate
🌟 Learn about tax consequences of different investment accounts and how to mitigate potential issues
🌟 Learn how to leave a great legacy

Join us and discover the essentials to building a roadmap towards a more prosperous and secure future for you and your family.

Agenda:
6:30 - 6:45 pm - Meet and Greet
6:45 - 8:30 pm - Estate Planning
8:00 - 8:30 pm - Wrap up and conversations

1. Meet and Greet:
Come out to meet fellow real estate investors, business owners and working professionals who are passionate about creating a path towards financial freedom. Connect with our community of like-minded individuals.

2. Estate Planning
In this workshop we will go over the basics of estate planning such as:
- What is an estate and why everyone should plan for passing it on?
- What is probate?
- What taxes a person is subject to upon passing?
- What happens if you don't have a will, power of attorney and a health directive
- Which of your registered accounts will be subject to capital gains tax
- What can be passed on tax free and to whom?

Overwhelmed by all the complexities of estate planning? In this workshop we will go over essentials and show how to create a solid plan with minimal up-front costs.

MEET THE HOSTS
#### Tony Trieu
Tony Trieu, is a licensed financial professional with 13 years of industry experience. He has a great passion for education and helping clients achieve financial freedom.

#### Zenla Wong
Zenla is a licensed financial professional with 12 years of industry experience. She is an entrepreneur, a mother and a passionate educator. She has helped many families build a solid financial foundation.

#### Elena Yelizarov
Elena is passionate helping people understand real estate and achieving financial freedom. She is mom of two who loves delicious coffee and great conversations.

RESERVE YOUR SPOT TODAY
Don't miss your chance to meet our vibrant community and expand your network – join us!

RESERVE YOUR SPOT TODAY
Don't miss your chance to meet our vibrant community and expand your network – join us!