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Be sure to be on the webinar, as we will be giving out a free, estate legacy planner to those who attend, as well as getting all your questions answered live.
We do offer a FREE consultation to those who attend, and if you take advantage of it, you, your spouse, and adult children will also receive a complimentary power of attorney, health care proxy, advanced directive, and living will

Webinar is Wednesday, September 11th at 2:00 PM EDT

Here's What You'll Learn In This 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.

Your Presenter - John Davenport, Licensed Tax Attorney, 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.

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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.