Broker Check
26 March
Planning your Future: Trust, Wills and Peace of Mind

Description

Are you one of the majority of Americans who don’t even have a Will? You may be putting your family at risk! Even if you have a Will, did you know it’s not enough to ensure your loved ones are cared for?  Join Attorney Morgen Bowers and Financial Professional Kara Koenig for a Complimentary Workshop!

You will learn: 

✅ How to create a strategy that can help ensure your family and legacy are protected. 

✅ Tips to avoid probate and simplify the transfer of assets. 

✅ The key differences between wills and trusts—and why you might need both. 

✅ Strategies to help secure your financial future. 

Morgen Bowers and Four Corners Legacy Law are independent of Thoroughbred Advisors and Equity Services, Inc. Financial Professionals of Thoroughbred Advisors do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

Date and Time

Wed, Mar 26, 2025

6:00p - 7:00p EST

Location

Thoroughbred Advisors HQ

421 Troy Schenectady Rd
Latham , NY 12110
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PT1H

Event Registration

Will you be able to attend this event?