Estate Planning Seminar presented by The Agency at AAA

We’d like to invite you to a complimentary financial seminar presented by AAA Life Insurance Company. This seminar educates families on Estate Planning and walks through different concepts and strategies available as a part of estate planning to help you provide for heirs, preserve the value of your assets, and reduce potential taxes and other expenses.

Topics will include:

• What is the scope of Estate Planning?
• How does property pass at death?
• Estate Tax Limits
• The Roles of Wills and Trusts (Key things to remember)
• Estate planning concepts / strategies

The course will include a 30-45-minute presentation, interactive discussion, and tools to help with your planning.

The event is FREE, but space is limited. Reserve your seat at either our 12 PM or 6 PM session today.

Event will take place on the 1st floor of the 9100 building located at Keystone at the Crossing.