Are You One Of 70% of Americans Without an Estate Plan?
Are You One Of 70% of Americans Without an Estate Plan?
"Discover How to set up an SIMPLE & AFFORDABLE Estate Plan under 30 days in Our FREE ESTATE PLANNING Webinar."
Webinar is Wednesday, November 20th at 2:00 PM EDT
"Why Should I Attend?"
Simplify Complex Processes: We will break down comprehensive estate planning into easy, manageable steps.
Tailored Answers To Your Questions: From the comfort of your home, receive guidance and answers to your questions about estate planning, live. We answer every question to the end.
FREE POWER OF ATTORNEY (POA) AND MORE: We offer all of our attendees a free consultation with our legal staff, and to make it even better, show up to the call, and you, your spouse, and adult children will also receive a complimentary power of attorney, health care proxy, advanced directive, and living will
Your Presenter - John Davenport, ESQ, CRPC®, RICP®
For nearly three decades, I've assisted individuals similar to you in making wise and informed choices regarding their estate and retirement plans.
Receiving poor advice and making suboptimal investments can lead to a waste of time and money. Unfortunately, some financial salespeople prioritize selling complex financial products or generic, one-size-fits-all portfolios, rather than providing a tailored solution that truly addresses your unique needs.
Estate Planning is a specialized field where the risks are significant and errors can be expensive.
Why you should listen to us:
Experienced Estate Planners: since 1997, we’ve been the bridge between securing your legacy and maximizing your wealth with estate planning.
Unique Fusion: We’re the only firm that blends Tax/Estate Planning with Wealth/Retirement Planning.
Maximize & Protect: Learn to use assets smartly in retirement - Increase income, ensure smooth wealth transfer to your heirs, and reduce taxes, all while supporting causes dear to you!
Think Estate Planning Is Too Complex or Time-Consuming?
Let's Change That Together!
Here's What You'll Learn In Our Estate Planning Webinar:
Estate Planning Made Easy: Understand the essentials in simple terms.
How to minimize probate & taxable estate
Why You Should Avoid DIY: How online “do it yourself” templates can result in undesirable results with your estate planning.
How to “USE” different types of assets in retirement to maximize income for you and your spouse while leveraging the tax free estate for your heirs.
How to create A “Roth” like IRA for your heirs without paying the income taxes.
How to avoid capital gain tax on the sale of any highly appreciated assets.
Stop delaying your estate planning! Our Comprehensive Estate Planning webinar provides an easy and affordable way to learn how to develop a thorough estate plan, all from the comfort of your home.
GRAB YOUR SPOT NOW! (limited online availability)
John has been a guest on William Shatner’s TV show “Moving America Forward” He has also been seen on CBS, FOX, NBC, and ABC.
Q: Do I Need Any Prior Knowledge of Estate Planning to Benefit from This Webinar?
Absolutely not! Our webinar is designed for individuals at all levels of knowledge regarding estate planning. Whether you're starting from scratch or looking to refine your existing plan, our experts will guide you through the essentials and answer any specific questions you might have. We aim to simplify complex processes, making estate planning accessible and understandable for everyone.
Q: How Much Does It Cost to Attend the Webinar?
Our webinar is completely free! We believe in empowering individuals with the knowledge and tools they need to secure their financial legacy without the upfront cost. All you need to do is reserve your spot. Spaces are limited, so make sure to register early to secure your participation and gain invaluable insights into simplifying your estate planning and wealth management.
Q: What If I Can't Make the Live Webinar Date and Time?
We understand that schedules can be hectic. While attending live provides the added benefit of being able to ask questions in real-time, we also offer access to a recording of the webinar for all registered participants. This way, you won't miss out on the valuable information shared during the event. Make sure to register to receive all the necessary details on how to access the webinar content at your convenience.
Q: Where are you based out of? If I live In another state will this be applicable to me?
We are based out of Norwalk, CT but, we service hundreds of clients all across the United States. How you might ask? We have a nation wide network of attorneys coupled with our proprietary software we use called "Estate Guru." So rest assured, no matter where you are, we are confident we can help you.
Q: Where is the webinar? How do I attend?
We host all of our webinars on Zoom. Once you register we will send you the link to join, as well as some reminders with the link. If you have trouble or have never downloaded it before, feel free to email us or watch the instructional video after you register on how to download it. The software is completely free.
Q: Do you offer a FREE Consultation?
Yes, we offer a FREE, no obligation "Estate Planning Strategy Session" to all of our attendees. We believe everyone's situation is unique, and in comparison to most local attorneys, who are going to charge crazy fee's just for their time, we offer a session to understand where you are at in your journey and layout a path to your goals, completely free. Not to mention, you, your spouse, and adult children will also receive a complimentary power of attorney, health care proxy, advanced directive, and living will just for booking and attending the call.
Spaces are Limited! One Day Only - Don’t Miss Out.
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This presentation is strictly informational. No investments will be promoted. However, you may be given an opportunity to schedule a follow-up session with the estate planning mentor presenting the course.
J. Davenport Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.
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