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SaveWealth Workshops

SaveWealth.com is a recognized leader in the area of wealth-building and asset protection.

Our Senior Strategists frequently tour the country, educating clients about wealth preservation strategies usually reserved for the rich and famous.

Below are some Frequently Asked Questions about our national seminar circuit.

 

What's Covered At the Workshop?

At the workshop, several wealth preservation strategies are discussed in great detail:

  • Living Trusts
  • The Legacy Trust
  • Family Limited Partnerships
  • Charitable Remainder Trusts (CRTs)
  • Private Family Foundations

Plus, there is usually ample time for workshop attendees to respond and ask questions about the topics presented.

To fully understand the topics above can take years of experience and research. However, these topics are compressed into easy-to-understand concepts that can be implemented easily into your family's estate plan.

 

What's NOT Covered At the Workshop?

Some basic techniques, like will. These workshops are designed for high net worth insdividuals who have already given some thought to creating an estate plan.

With the limited amount of time, the Senior Strategists utilize the workshop to examine sophisticated strategies and simplify very complex topics.

If you have an estate of $2 million or more, or have parents in with that size of an estate, you'll want to take the time to attend one of our workshops.

 

How Long Do the Workshops Last?

On average, the entire workshop lasts about 90-120 minutes.

 

What's the Cost to Attend?

Tickets for the general public are FREE. SaveWealth.com visitors can also attend for FREE when they reserve a seat online. Financial professionals and attorneys pay a $295 professional education fee to attend.

 

What Should I Do If I Want to Attend?

Reservations are a must. Simply contact SaveWealth.com directly, describe which workshop you wish to attend, and provide the names of any guests you wish to bring. Your name will then be added to their Reservation List.

 

What If There Are No Workshops Planned For My Area?

We strive to visit as many areas of the country as possible. Keep checking back here for further workshop updates.

Estate Planning Workshop KitIf you don't want to wait for the workshops to visit your town, you can also order the Estate Planning Workshop Kit.

The Kit includes all the materials presented at the workshop, plus a special audiocassette that guides you through the various strategies that will preserve and protect your wealth.

By ordering the kit, it's like bringing our nationally trademarked workshops right into your own home.

For more information on when our estate workshops are coming to you, call 800-500-0037. Be sure to mention SaveWealth.com for FREE admission.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Can't Attend A Workshop?

Find Out How the Workshop Can Come to You.

800-500-0037

 
 
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