ESTATE STRATEGIES FOR FIRST RESPONDERS
LEARN WHAT TO DO
Don’t miss a special version of Trusts & Beyond – First Responder Edition, an educational presentation created specifically for emergency services professionals. Every day, you put your life on the line to protect others; this event is about making sure you and your family are protected as well…the RIGHT way.
Choose the event that fits your schedule
There are two ways to register. Fill out the form below or call our reservation line at 480-750-7090
Tuesday, April 14th
9:00am – 10:30 AM
Tempe Training Center – Classroom 1
1340 E University Dr.
Tempe, AZ 85288
Wednesday, April 15th
9:00am – 10:30 AM
Tempe Training Center – Classroom 1
1340 E University Dr.
Tempe, AZ 85288
Thursday, April 16th
9:00am – 10:30 AM
Tempe Training Center – Classroom 1
1340 E University Dr.
Tempe, AZ 85288
Breakfast Provided
We’ll Discuss:
- Why having a will alone means you WILL go to probate.
- How trusts work and why many families use them.
- What probate is, why it matters, and how it can impact your loved ones.
- What happens if you become incapacitated and can’t make decisions for yourself.
- Planning for minor children and guardianship decisions.
- Trusts – do you even need one at all?
- Life insurance considerations – protecting your family on or off duty.
An hour and a half of your time may be one of the best decisions you could make.
This seminar is educational only, and here is no obligation, no pressure, and no items will be promoted or sold. At the end of the event, you may fill out a form if you would like to schedule a meeting with us. Our goal is to help you understand your options so that you can make informed decisions and take care of the people who depend on you.
Although not required, We highly encourage spouse/couples to attend together, as attending as a couple helps create a shared understanding of the material from the start and as you move forward.
Trusts and Beyond is not intended for financial, legal, or real estate professionals. For more information, please contact our office at 602-230-8222.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Some advisory services offered through Cetera Investment Advisers LLC and some offered through NetVEST Financial LLC, registered investment advisers. Cetera firms are under separate ownership from any other named entity.
Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.