Description
The Organized Estate: Simple Steps to Help Protect Your Future
Attend this NO-COST event and...
- Understand the components that make up an Estate.
- Learn about Wills vs. Trusts and the different protections they provide.
- Address misconceptions about Estate Planning and how to prepare for the unexpected.
- Understand the benefits of avoiding Probate.
- Discover the importance of having the right legal documents in place.
- Learn about common retirement mistakes that prevent your assets from going to your children/beneficiaries.
- Consider tax impacts during your lifetime and when your beneficiaries inherit your Estate.
Date and Time
Wed, Sep 02, 2026
6:30p - 7:30p EST
Location
Lower Macungie Township Community Center
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Oaktree Advisors, LLC, a registered investment advisor. Oaktree Advisors, LLC and MAS are not affiliated entities. This program is neither endorsed nor sponsored by Lower Macungie Township. Any references to protection benefits, safety or security generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Our firm does not offer legal or tax advice. Consult your legal or tax advisor regarding your situation.