Tony Engrassia of AFEA's Crystal Coast, NC Non-Profit Chapter will present a complimentary educational class covering some of the most relevant and challenging topics Americans face today. This course is designed to take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly your loved ones. Upon completion, you will know how to properly protect your assets from probate and spend down, and take advantage of little known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.

This Educational Course is Complimentary, but Advance Registration is Required in order to attend.
Limited seats are available, be sure to register early in order to save your spot.

Join us to discover:

• Understanding probate
• The importance of wills, living wills, health care powers of attorney
• Do you need a trust 
• How to maximize the living & death benefits of life insurance
• How to use current IRS tax codes to create a tax free retirement
• How to keep your estate private 
• The most common estate planning traps to avoid

Information and Legal Disclosure about AFEA

AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real-world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not- for-profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.

This workshop is strictly informational; no products will be sold or endorsed at the class. The American Financial Education Alliance (AFEA) is not associated with the Social Security Administration or any other government agency.