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:

CDFA®, ChFC®, AIF®

Certified Financial Planner 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 offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated.

This communication is strictly intended for individuals residing in the state(s) of AZ, NV, and WA.

No offers may be made or accepted from any resident outside the specific states referenced here.

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