Details for Estate Preservation Seminar

Learn These Secrets of
Estate Preservation
Presentation Agenda
10 Minutes
• Welcome
Concepts and Definitions
15 Minutes
• 5 ways to avoid probate (Which are all FREE!)
Wills & Trusts
10 Minutes
• How living trusts work
• Types of wills and trusts
15 Minutes
• How the 2019 tax laws may affect you
• How to avoid being taxed on Social Security
• How to pass retirement assets to heirs tax-free
• How to reduce/eliminate estate/inheritance taxes
Nursing Home Attachment
20 Minutes
• Ways to protect your home/real estate from nursing home attachment
• Nursing home insurance...Is it necessary?
Wrap Up
10 Minutes
• Questions and answers
* Complimentary refreshments will be served prior to the start of the presentation.

Call (800) 960-7657 (24 hours) to
RSVP by Wednesday, April 17, 2019

Thursday, April 18
2:00 – 3:30 pm or
7:00 – 8:30 pm
Fill Inn Station
Chris Hasenberg
104West Columbia St.
Chris Hasenberg is a
Chippewa Falls, WI 54729

financial educator with
offices in Eau Claire and
431 E. Clairemont Ave. STE A Rice Lake. For the last
25 years Chris has
Eau Claire, WI 54701
counseled thousands
(715) 839-6566
of families on estate
preservation techniques.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately
owned and other entities and/or marketing names, products or services referenced here are independent of RAA. IMA: (715) 839-1006


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