April 30 2024 | 4:00-5:00 PM

InFocus Financial Advisors, Inc.
Common Estate Planning Mistakes

Talbot County Library | 100 W Dover St, Easton, MD 21601

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Common Estate Planning Mistakes

Estate planning offers the reassurance of safeguarding your assets, interests, and loved ones’ well-being even after you pass away. Yet, this crucial process is not immune to the pitfalls that can lead to significant financial setbacks. This class covers common estate planning mistakes and how you can avoid them. Uncover some of the common myths about estate planning and learn suggestions on how to optimize your financial future and legacy for your benefit and the benefit of your loved ones. This presentation will cover estate planning from both the financial planning and legal aspects.

Our team will be covering:

  • Common Estate Planning Mistakes
  • Common Myths About Estate Planning
  • How to Optimize Your Financial Future and Legacy

Taught by Robert Jeter, CFP®, CRPC®, and Lynn Diamond, Esq of Parker Counts Law

Thank You for Joining Our Educational Community!

About InFocus Financial Advisors, Inc.

In a world of “low-value single advisor offices” or “over-staffed high-fee offices,” our highly educated and experienced team is a nice blend of size and sophistication, with advanced and personalized investment and planning capabilities. Our office is said to accomplish a great deal while keeping the costs to clients lower than the industry average.