This No-Cost Wills, Trusts, and Estate Planning Workshop is for Pre-retirees, Retirees, and Social Security Recipients...
HOW TO SECURE YOUR ESTATE FOR THE FUTURE...
WITHOUT GOING THROUGH PROBATE
Attend our NO-COST Workshop To Learn How to Protect Your Estate When You Pass!!
First Name:
Last Name:
Phone Number:
Email Address:
Number of Tickets:
Where:
Kuna Library
457 N Locust Ave,
Kuna, ID 83634
When:
Wednesday, June 4th at 3:00 PM
Presenting Your Host: Ryan Anderson
Coalition of Licensed
Wills, Trusts, and Estate Planning Educators
Ryan Anderson
Ryan spent most of his childhood growing up in Meridian Idaho and Eastern Washington. He served a full-time mission for his church in the Philippines and later earned degrees in accounting and communication. Ryan and his wife Rhonda have lived all over the country with there 5 children and currently live in Canyon County Idaho. He has an extensive business career spanning over 30 years working as a vice president, general manager and financial consultant for multiple companies.
He has a series 65 securities license and is a fiduciary. As a financial advisor he works primarily with those approaching and in retirement. He earned his first degree in accounting from Olympic College in Bremerton Washington. Later he earned his second degree in Communications from Old Dominion University in Norfolk Virginia. Over the course of his insurance and financial services career Ryan has earned numerous awards and accolades.
What You Will Learn In This NO-COST Workshop:
Wills, Trusts, Powers of Attorney & Probate
How to organize and effectuate legal documents to protect your estate.
Minimize Tax Implications & Avoid Common Pitfalls
How to avoid common estate planning traps.
Create YOUR Own Comprehensive Plan
How to select beneficiaries and create a customized estate plan.
What is Retirement Fundamentals?
Retirement Fundamentals is a coalition of experienced retirement and estate planning professionals throughout the U.S. that are passionate about educating pre-retirees and current retirees.
This workshop will teach you how to create your own 21st Century Estate Plan.
The class is designed to provide individuals who have recently retired or will be retiring in the next 15 years with accurate and up-to-date estate education. Benefits Center was created because of that lack of proper financial education on all areas of retirement.
Is there a fee?
There is no fee or charge to any of our workshops. We are set on serving communities and education for all.
How long is the workshop?
Retirement Fundamentals workshops are delivered in a classroom style format in 1 hour or less.
Who sponsors the event?
Retirement Fundamentals does not promote or endorse any specific product or company, and no selling is allowed.
Retirement Fundamentals workshops are for general, non-commercial, education only and are not intended to be construed as tax, legal, or financial advice.
Course attendees should seek professional advice from their financial or tax professional before applying strategies taught or discussed in the course. Our instructors are licensed and trained retirement and/or insurance professionals. These courses are held all around the country at universities, libraries, and community centers.
Join Us For This NO-COST Workshop...
...And Find Out How THOUSANDS Of Retirees, Who Are Just Like You, Are RELIEVED With Their Customized Estate Plan!
This NO-COST Workshop Creates
A Comprehensive Estate Plan Tailored Just For You!
5-Star Education
Have met with them. We are just starting this retirement thing. They are so knowledgeable and helpful. Thank you.
Jim D.
