Estate Planning Made Easy: Protect What Matters Most
LUNCH & LEARN:
Estate Planning Made Easy: Protect What Matters Most
June 19, 2025 12:15pm to 12:45pm (CST)
Join us for a Lunch & Learn where we’ll break down Wills, Trusts, and the secrets to protecting your legacy. We’ll explore the key aspects of securing your financial future and ensuring your wishes are honored.
During this session, we’ll cover:
✅ The must-know estate planning essentials
✅ How to avoid family feuds & financial headache
✅ The importance of estate planning for all individuals and families
✅ Wills, trusts, and powers of attorney – understanding your options
✅ How to minimize taxes and protect your assets
✅ Common misconceptions and mistakes to avoid
✅ Surprising stories of estate planning gone wrong (and how to get it right!)
This is a great opportunity to gain valuable insights and have your estate planning questions answered.
The views and opinions expressed are those of the presenter, are subject to change with market conditions, and are not meant as investment advice. Speaker(s) is not affiliated with Herr Capital Management. However Thomas Herr is a sibling of Terrence Herr owner of Herr Capital Management, as such as conflict of interest may be present. Information has been obtained from sources believed to be reliable and are subject to change without notification. The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation. Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status and risk tolerance. Past performance is not an indication of future results. Investments involve risk and the possible loss of principal. Any opinions expressed in this form are not the opinions or views of American Portfolios. Opinions expressed are those of the speakers only.