Webinar: Estate Planning Webinar by McAdams Group

Secure your legacy with our FREE online presentation on Estate Planning. Learn how to protect your assets, ensure your wishes are honored, and provide peace of mind for your loved ones with a comprehensive estate plan.

Are you prepared to safeguard your wealth and streamline the transfer of assets? Discover the key elements of estate planning, from wills and trusts to powers of attorney and healthcare directives. Gain the knowledge you need to take control of your future.

Minimize taxes and avoid probate! Learn strategies to reduce estate taxes, protect your beneficiaries, and navigate the complexities of probate to ensure a smooth transition for your family.

Hosted by retirement specialist, David McAdams, this session offers actionable insights to help you plan effectively and make informed decisions about your retirement accounts.

Take control of your financial future—register now!

WEBINAR ENDED

Agenda

Estate Tax Updates: Review the latest changes in estate tax laws and their impact on your planning strategies.
Trusts and Wills: Compare the benefits of various estate planning tools and learn how to choose the right ones for your needs.
Asset Protection: Explore methods to protect your assets from potential legal and financial risks.
Charitable Giving: Identify strategies to maximize charitable contributions while benefiting your estate.
Wealth Transfer: Learn how to facilitate a smooth transfer of wealth to your heirs and beneficiaries.

Presenter

David McAdams

President

David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped his clients in and around the Memphis area better preserve their retirement savings and increase their retirement income.

As President, David is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. David also works closely with estate planning attorneys in the area, to establish effective investment and wealth management solutions that can help clients avoid unnecessary taxation and possible government intervention through probate.

As an independent financial advisor, David has helped hundreds of clients implement income-generating strategies designed to help protect their savings from the threat of inflation, rising health care costs, and market risk.