10302 Grand Central Avenue, Owings Mills, MD 21117
Learn how proper estate planning and tax planning strategies may help protect your family, your assets, and your retirement.
How to protect your IRAs and retirement plans which, over time, will likely grow to become the largest assets you leave behind.
How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims & MEDICAL.
Why a Will does not avoid costly and time consuming Probate Court.
If there are other advantages of revocable living trusts.
If a living trust is the only document I need to handle my estate.
How to avoid accidentally disinheriting your heirs.
Changes to Tax INCREASES in 2026.
64% of Americans say having a will is important, yet only 32% actually have one. (Caring.com, 2024)
48% of adults age 55 and older have a will or trust. (LegalZoom Survey, 2025)
55% of U.S. adults do not have estate planning documents such as a will or living trust. (Trust & Will Estate Planning Report, 2025)
Spouses are encouraged to attend!
Seating is limited. Register now!
The Association of Financial Consultants is an educational resource for those close to retirement or recently retired. These educational workshops are presented by a select few retirement specialists who are dedicated to educating the public. There is NO SELLING or Sales Pitch allowed at these workshops. These are strictly for educational purposes. Our specialists are independent retirement specialists and do not work for any government entity. You’ll have the opportunity to meet one-on-one with our specialists.