Events

At BGM Wealth Partners, we believe that knowledge is key to financial success. Join us each month for informative discussions on key financial topics ranging from tax planning issues to healthcare concerns. Our hour-long lunch Hot Topic Events or webinars are held one Wednesday each month, and are the perfect way to stay up-to-speed on hotly discussed issues that could affect your financial future.

Jul
26
Wed
Estate Planning: Protect Your Family and Your Assets @ Webinar
Jul 26 @ 4:00 pm – 5:00 pm

Estate planning can be complicated. Federal and state tax laws are ever changing, and the rules governing everything from trusts to charitable gifting are complex. However, you can take steps to protect your assets and make sure that your wishes are carried out when your estate passes on to the people you love.

Join BGM Wealth Partners for an hour-long discussion on estate planning. We’ll cover:

  • Changes to the estate and gift tax
  • Rules for the taxation of long-term capital gains, qualified dividends, and ordinary income
  • How to maximize your exemption
  • Wills and trusts
  • Ways to give to charity
  • How to protect your spouse after you pass
  • Approaches to life insurance planning

Registration

This event is free to attend, but advance registration is required.

Register Now