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ESL Investment Services presents: Life and Legacy

Recently, ESL Investment Services invited a guest speaker, James Verbonitz, Director of Advanced Markets, Transamerica to present a webinar: Life and Legacy, wealth transfer planning after the SECURE Act.

Estate planning is vital to just about anyone who has assets they want passed on to a family member. In this presentation you’ll learn the three key pieces of an estate plan: preparing for incapacity, transferring wealth, and maintaining control of your legacy.

View the recorded webinar here:

We will continue to host educational webinars throughout the year. Be sure to visit our website to view our future webinars and dates.

If you have any questions or would like to follow up with us at ESL Investment Services, please do not hesitate to reach out.

*James Verbonitz and Transamerica are not affiliated with or endorsed by LPL Financial and ESL Investment Services.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.