CLA Estate Services Planning Workshops - CLA Estate Services
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CLA ESTATE SERVICES PLANNING WORKSHOPS

CLA Estate Services is offering a complimentary workshop in many cities across the United States that educate retirees on how to protect their assets and secure their retirement. These workshops are extensive, with information that will assist retirees on how to avoid costly mistakes that cause families to lose their financial independence.


CLA’s Planning Workshop is focused on teaching how to simplify the estate planning process by using safe, proven, and conservative strategies.

Estate Preservation and Planning Workshop

You can join the hundreds of thousands of Americans who have learned:

  • How new changes affect you.
  • How to use these changes to your benefit.
  • How to protect your estate from needless costs.
  • How to reduce or eliminate paying income tax on your social security income.
  • How to maximize your IRA with these changes.
  • How to maintain control of your estate through your life and after.
  • The difference between a will and a revocable living trust for planning purposes

Estate Preservation and Planning Workshop

You can join the hundreds of thousands of Americans who have learned:

  • How new changes affect you.
  • How to use these changes to your benefit.
  • How to protect your estate from needless costs.
  • How to reduce or eliminate paying income tax on your social security income.
  • How to maximize your IRA with these changes.
  • How to maintain control of your estate through your life and after.
  • The difference between a will and a revocable living trust for planning purposes

Topics to be covered:

  • Controlling distribution of your estate
  • Tax reduction planning
  • Reducing income tax on social security
  • The pros and cons of wills and trusts
  • Long-term health care concerns
  • What happens to your estate when you die
  • Why avoid joint accounts
  • Protecting liquid assets from creditors
  • How to avoid probate
  • Avoiding guardianship
  • Annuities and life insurance for planning purposes

Topics to be covered:

  • Controlling distribution of your estate
  • Tax reduction planning
  • Reducing income tax on social security
  • The pros and cons of wills and trusts
  • Long-term health care concerns
  • What happens to your estate when you die

  • Why avoid joint accounts
  • Protecting liquid assets from creditors
  • How to avoid probate
  • Avoiding guardianship
  • Annuities and life insurance for planning purposes

Call us at 1-866-425-2872 to see if we have a planning workshop in your area.