Webinar

Maximize Your Inheritance: Smart Strategies for a Lasting Impact

Wednesday, June 11 at Noon ET

Over the next 20 years, more than $84 trillion will change hands. But here’s the hard truth: Studies show 70% of inherited wealth is gone by the second generation – and 90% by the third. (Williams Group)

Whether you’re about to receive an inheritance or already have, this webinar will show you how to avoid common mistakes, navigate taxes and make the most of your windfall – for today and the future.

We will walk you through the practical steps to take when you inherit money, property, retirement accounts or other assets.

You’ll learn:

What to do first when you inherit money, property or retirement accounts
How to navigate taxes with the 10-year rule and step-up in basis
Smart ways to invest or use inherited assets based on your goals
How to avoid common mistakes that erode inherited wealth
Why working with a fiduciary adviser can make a meaningful difference

Plus, live Q&A.

Bring your questions! We’ll answer them live to help you feel confident about your next steps.

Interested in the information, but the time is inconvenient for you? Register anyway and we will send a video replay to watch at your convenience!

Register today to secure your spot at this webinar on June 11 at Noon ET!

Advance Capital Management is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.