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About This Webinar
☐ Unlock the Secrets to Holistic Estate Planning: FREE Educational Workshop ☐

Join us for an exclusive online educational workshop where we'll guide you through the intricate world of estate planning, taking a holistic approach to safeguarding your legacy and securing your family's future. Whether you're just starting to plan or seeking to optimize your existing strategy, this workshop is your roadmap to comprehensive estate planning success.

During this complimentary workshop, you'll discover:

- The Importance of Holistic Estate Planning: Understand why taking a comprehensive approach is crucial for protecting your assets and ensuring your wishes are fulfilled.

- Key Components of Estate Planning: Learn about wills, trusts, powers of attorney, healthcare directives, and other essential documents that form the foundation of a robust estate plan.

- Strategies for Maximizing Your Legacy: Explore advanced techniques for minimizing taxes, preserving wealth, and passing down your assets to future generations.

- Personalized Guidance: Our team of experienced estate planning professionals will be on hand to answer your questions and provide personalized insights tailored to your unique circumstances.

Don't miss out on this invaluable opportunity to gain clarity and confidence in your estate planning journey. Reserve your spot now for this FREE educational workshop!

With special guest speaker Brett Richardson from Chandler Wealth Management.

Come and learn more at this group presentation hosted by Certified Financial Fiduciary® Steve Charlton and Wisdom Financial.
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Steven Charlton
Certified Financial Fiduciary®
Steve Charlton is a man of faith, honor, and integrity. Whether at the gym, on the trails with his wife or in the bleachers watching his boys play baseball, Steve brings that same high level of care and passion to the conversation of Wealth & Distribution, and more importantly how the tax code can work for us and not against us.

As a Certified Financial Fiduciary®, Steve serves as a Wealth Preservation & Distribution Specialist and takes that title seriously. He was fortunate to begin his career in the financial industry serving as a bond-broker, working with CFO’s of banks & credit unions. This allowed him to experience and learn the institutional side of the markets, which provides tremendous wisdom to be shared into the consumer market. In 2005, Steve decided to launch his own firm and has now helped nearly 2000 families spread across the nation who have entrusted him with their financial wellbeing. Steve’s client base is diverse in both their professional backgrounds & financial needs. Steve has been actively serving his clients for nearly 20 years and proudly owns a record free of any consumer complaints. This is a direct result of the core values at Wisdom Financial.

"As fiduciaries, it is our job to to what is in the best interests of our client, as Certified Financial Fiduciaries®, our job is to foster a relationship of trust, morally, ethically, and legally. The client should demand that level of the duty of good faith, duty of care, and duty of loyalty. This is what drives us, so that our client's best interests always come first. We then take it to the next level and employ full transparency for both our clients and the multitudes of financial institutions that we work with. Our clients become our family and we could not be more grateful to serve and protect them."

"We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to and through the complete duration of your retirement lifecycle. Our team will equip you with a personal, thorough & exclusive plan that is actively managed to ensure you continue to prosper throughout your retirement years, regardless of what goes on in the markets, economy, government, or health. We call it the 'Peace of Mind Factor'"
-Steve Charlton, Certified Financial Fiduciary®
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Brett Richardson
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