Free Online Estate Planning Workshop

5 Myths That Could Cost Your Family Thousands

What You’ll Learn:

  • The difference between a Will and a Trust — and why it matters

  • Why a Will alone doesn’t avoid probate (and how to skip it entirely)

  • How estate planning works for ALL families — not just the wealthy

  • How to protect your children, assets, and legacy — legally and efficiently

Who Should Attend:

  • Homeowners

  • Parents & Grandparents

  • Anyone who wants to avoid probate and unnecessary legal fees

  • Those who want to ensure their family knows their wishes

Learn how to protect your assets, avoid probate, and secure your family’s future — even if you think you’re too young or don’t have a large estate.

Webinar Speaker:

CFP® RICP® ChFC® AIF®

Certified Financial Planner Professional®

Retirement Income Certified Professional®

Chartered Financial Consultant®

Investment Advisor Representative

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, LLC., DBA: Quality Life Insurance Agency, DBA: Gateway Insurance and Financial Services, LLC., Cambridge is partial owner of Gateway Financial Advisors, LLC. Cambridge does not offer tax advice. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.

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