Broker Check
16 June
WEBINAR- The Estate Planning Gateway


Who needs an estate plan? Chances are, you do. You may think that estate planning is just for the super wealthy and elderly, but it’s not.  In fact, an estate plan may actually be more important if you are younger or  have a smaller estate, because your final expenses can have a much greater impact on your estate, and there’s a much greater possibility that your loved ones could suffer from a lack of financial resources during the transition period (the gateway). 

This webinar will focus on what we call, "the gateway issues". This is the part of the estate planning that everyone should be aware of. The better prepared you are with the gateway issues, the smoother your transition will be on your loved ones. 

The key is to be prepared properly so your decision makers will have the requisite powers to carry out your wishes and so that your assets will be delivered to the right people, at the right time, with minimal cost. 

In this webinar you will learn to think comprehensively about your final wishes, and how to position your assets to make that happen both effectively and efficiently. We will also discuss the "impact" your final wishes might have on inter-family relations after you are gone. 

We are not attorneys, so this webinar will not show you how to prepare legal documents. It will, however, help you to think comprehensively about your goals and objectives, and help you to craft a plan that will emphasize the importance of getting competent legal help to maximize the effectiveness of your financial resources both during and after life. 

Keith Donnell MBA, CFP®, President and Founder of ModernWealthConcepts LLC is practitioner in matters of personal finance. He is a dynamic speaker and educator with more than 35 years of experience helping people maximize the effectiveness of their financial resources in order to build, monetize, and transfer wealth. 


Date and Time

Fri, Jun 16, 2023

1:00p - 2:00p EST


Provided Upon Registration


Event Registration