Details for Investment Management Associates - Ad from 2020-09-14

Learn These
Secrets of Estate
Preservation
Presentation Agenda

Introduction*
• Welcome

10 Minutes

Concepts and Definitions
• 5 ways to avoid probate (Which are all FREE!)

15 Minutes

Wills & Trusts
• How living trusts work
• Types of wills and trusts

10 Minutes

Taxes
15 Minutes
• How 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
• Ways to protect your home/real estate
from nursing home attachment
• Nursing home insurance...is it necessary?

20 Minutes

Wrap Up
• Questions and answers

10 Minutes

* Complimentary refreshments will be served prior to presentation.

Very Limited Seating or later Web Access available
Reserve at (800) 960-7657 (24 hours)
by Wednesday, Sept. 16, 2020

Thursday, Sept. 17
2:00 – 3:30 pm or
7:00 – 8:30 pm

29 Pines/Sleep Inn & Suites
5872 33rd Ave • E
Eau Claire, WI 54703

Masks and
social distancingg
required

Featured Speaker

Chris Hasenberg

431 E. Clairemont Ave, Suite A
Eau Claire, WI 54701
(715) 839-6566
www.chrishasenberg.com

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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