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Please Join Us For Our New Estate Planning Webinar! 1

Please Join Us For Our New Estate Planning Webinar! 1

April 13, 2022
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Most of us know that estate planning is important, but that doesn’t always translate into action. Case in point: nearly half of all Americans over the age of 55 STILL don’t have an estate plan, and even those that do often don’t have all the documents in place that they need. We know that life gets busy and it’s easy to put estate planning on the back burner, but we are here to help you get started so you don’t put this important task off any longer!

The Importance of Estate Planning

If you want to learn more about:

  • Top Estate Planning Pitfalls to Avoid
  • How to Minimize or even Eliminate Estate Taxes
  • The Latest Laws & Regulations Affecting Estate Planning
  • The Best Things you can do Right Now to Protect Your Loved Ones
  • Ways You Can Secure Your Legacy

Then join us for our newest webinar, led by the experienced planners from 1On1 Financial and 1On1 Elder Care, Upland’s local trusted experts on estate planning, wealth management and eldercare. 

When:  Wednesday, April 13th at 6:30 pm OR Tuesday, April 19th at 6:30 pm OR Wednesday, April 27 at 6:00 pm.

How: Sign up today by registering here!

Our goal is for you to walk away with a clear understanding of how you can create the perfect estate plan that protects and provides for you, your loved ones and your legacy. As always, please don’t hesitate to reach out to us with any questions or concerns you may have, and feel free to pass the webinar link on to anyone in your life you feel would benefit from the information. If you want to take the next step, call our office today at 909-981-1720 or simply click here to schedule a free 15-minute introductory phone call! 

About 1on1 Financial

1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1997, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.

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(1) https://www.forbes.com/sites/maggiegermano/2019/02/15/despite-their-priorities-nearly-half-of-americans-over-55-still-dont-have-a-will/?sh=78998ca85238