Legacy By Design — Precept Wealth Management

Sign Up for your FREE Estate Planning Workshop Now - Limited Spots Available!

Are YOU ready to take control of your estate and secure a future for your loved ones? Join us for this informative, complimentary seminar where you'll learn expert strategies to protect your wealth and legacy.                                                                                              Best Selling Author, Kyle A. Sadler, CRC®, BFA™ cordially invites you to join us for a complementary, no obligation, educational                Estate Planning workshop where you will learn how to control who gets what, when and how.

Follow tailored estate strategies designed to preserve wealth, secure your legacy and assist in potentially reducing, if not eliminating probate cost.  Learn how strategic planning can help ensure that your hard-earned wealth serves your family and fulfills your vision.                                                                                                                                                                                                      Refreshments will be provided!

Enjoy this presentation by completing your registration early as seating is limited.

Nov 12th, @ Kingwood Public Library - 10:30am-12:00pm

We look forward to sharing time with you!!

Please fill out this registration for ours and your benefit.

First Name

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# of Attendees

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Reason For Attending

I want to know when a trust might be more valuable

Do I really need a will?

Strategic account titling and Beneficiary designation methods

Tax Savings

Life Estate Protection

Protect your assets from unnecessary fees and taxes.
Learn the differences between a will and a trust
Learn strategies to avoid probate on your estate efficiently
The aforementioned and many more benefits will be addressed by our exemplary founder and president Kyle A. Sadler in this insightful presentation.

Legacy By Design:

Tailored Estate Strategies for Wealth Preservation

Sign Up for your FREE Estate Planning Workshop Now - Limited Spots Available!

Protect your assets from unnecessary fees and taxes.

Learn the differences between a will and a trust

Learn strategies to avoid probate on your estate efficiently

The aforementioned and many more benefits will be addressed by our exemplary founder and president Kyle A. Sadler in this insightful presentation.