What we’re about
Financial Freedom Conversations is a community for individuals and families who want clarity and confidence about money. We host educational sessions on retirement, taxes, and financial planning in today’s changing economy — no sales, just unbiased information to help you make informed decisions for your future.
Upcoming events
1
Estate Planning Simplified
3rd and Spruce Cafe, 238 S 3rd Avenue, Reading, PA, USLimited Seats: REGISTER HERE
Everyone needs an estate plan. It’s vital for any individual, couple or family that has assets. It’s time to make sure your estate planning is in good order. You will learn how comprehensive estate planning can be used to maximize your retirement accounts to provide care for yourself and to preserve your legacy for your family. This seminar will provide you with facts that are straightforward and easy to understand.
At this event, you’ll find out in simple, straightforward terms how a living trust can protect against guardianship proceedings if you become ill or disabled and transfer your estate to the loved ones of your choice upon your death without the expense and delay of probate.
- The key differences between Wills and Trusts — and which may be right for you
- How Probate Court works and how to keep your estate out of it
- How to protect your home and assets from nursing home costs
- Why Powers of Attorney can fail when you need them most
- How to protect your heirs’ inheritance from lawsuits and divorce
- Strategies to pass on assets quickly, privately, and tax-efficiently
- How to keep your estate plan up to date with current law changes
Limited Seats: REGISTER HERE
2 attendees
Past events
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