Check your email and phone for confirmation & Keep an eye out for the reminders
Make sure to have zoom downloaded to your phone, computer, or tablet, you can download that by clicking here
Here is a step by step guide of how to install zoom if you need it - LINK
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
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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Educational only—not investment/tax/legal advice. John F. Davenport is a licensed tax and estate planning attorney. He is NOT acting as an investment adviser in connection with this content. No strategy guarantees results—vary by rates, markets, laws, personal circumstances. Consult advisors.
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