Events
Upcoming Events
October 19, 2021
6:00p - 7:00p
Online Webinar
Principles of Preserving Wealth Webinar
Please join us for an informative webinar Tuesday, October 19th from 6-7pm. What is the purpose of estate management? Estate management is about preserving the assets you’ve spent a lifetime building. It’s about protecting your spouse, children, or other heirs and ensuring that your assets are distributed how and when you want them to be. Finally, estate management is about managing the amount of estate taxes that may be due after your death. There are some fundamental estate management principles that can enable you to manage your financial and personal affairs during your lifetime and distribute your wealth after death.
Past Events
September 28, 2021
6:00p - 7:00p
Online Webinar
Home Equity Webinar
Please join is Tuesday, September 28th from 6-7 pm for a webinar regarding practical uses for home equity. The current peak in the housing market is providing home owners with a great opportunity to use their realized home equity to fund other important financial and family goals. During this presentation we will look briefly at the housing market and then we will explore fundamental and enriching uses for your home equity dollars.
August 20, 2021
4:00p - 7:00p
Heritage Financial Advisors Office
July 20, 2021
6:00p - 7:00p
Virtual Event (Your Home, Your Home Office or Your Real Office)
College Planning
Saving For College. In this presentation, we will talk about helping your children or grandchildren pay for college. Why?
April 13, 2021
6:00p - 7:00p
Virtual Event (Your Home, Your Home Office or Your Real Office)
Tax Matters (Tax Management Strategies)
Ignoring the tax ramifications of your investment portfolio may result in lower overall performance. Some taxes can be deferred, and others can be managed through tax-efficient investing.