Estate Planning Seminar presented by The Agency at AAA

Day and Time

Jul 13th, 12:00pm

Event Contact

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.