19
Oct
Estate & Tax Planning Encore
Description
An Estate Plan is vital for any individual, couple or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to make themselves and their loved ones more secure. Learn various methods and best practices to protect assets, avoid taxes, and leave a lasting legacy to your heirs.
Date and Time
Mon, Oct 19, 2026
6:00p - 7:30p EST
Location
The Stacks
54 East Oakland Ave
Doylestown ,
PA
This presentation has not been endorsed by the Social Security Administration. Neither Enlighten 567 nor the Financial Professional presenting this seminar are affiliated with the Social Security Administration or any other governmental organization. The presenter does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 800 873-7637, www.htk.com. Complete Financial Design, Enlighten 567, and any other listed entities are unaffiliated with Hornor, Townsend & Kent, LLC. This material is provided for informational and educational purposes only and is not intended as individualized investment, tax, or legal advice or as a recommendation, offer, or solicitation. Investing involves risk, including possible loss of principal. Strategies discussed may not be appropriate for all individuals, and actual results will vary.
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