Don’t let a false sense
of security now hurt
your loved ones later.

LEARN HOW YOU CAN PROTECT THEM

Don’t let a false sense of security now hurt your loved ones later.

LEARN HOW YOU CAN PROTECT THEM

We invite you and an adult guest to enjoy dinner while you learn about the benefits, drawbacks and myths surrounding trusts & estate planning at no cost to you. In fact, spending two hours at one of our events just might save you (or your heirs) thousands – if not tens of thousands – in the future.

Choose the event that fits your schedule

There are two ways to register. Fill out the form below or call our reservation line at 480-639-6428

THURS., MAY 19 | 6PM
Mastro’s, Scottsdale

8852 E. Pinnacle Peak Road
Scottsdale, AZ 85255

TUES., MAY 24 | 6PM
Mastro’s, Scottsdale

8852 E. Pinnacle Peak Road
Scottsdale, AZ 85255

Highlights:

  • Why having a will means you WILL go to probate
  • Splitting a revocable trust when a spouse passes away
  • Rethinking an outright transfer of wealth to your beneficiaries
  • Owning nothing, but having everything
  • Protecting heirs from creditors, predators, divorce, litigation, & claims
  • Aiming retirement plans at your trust, and doing it the RIGHT way
  • Learning why having a revocable trust may cost you more in taxes.

Highlights:

  • Why having a will means you WILL go to probate
  • Splitting a revocable trust when a spouse passes away
  • Rethinking an outright transfer of wealth to your beneficiaries
  • Owning nothing, but having everything
  • Protecting heirs from creditors, predators, divorce, litigation, & claims
  • Aiming retirement plans at your trust, and doing it the RIGHT way
  • Learning why having a revocable trust may cost you more in taxes.
Even with the help of an attorney, 90% of estate plans will fail when they are needed.
– Alexis Martin Neely, attorney, best-selling author and legal commentator

Trusts and Beyond is not intended for the education of financial, legal, or real estate professionals. For more information, please contact our office at 602-230-8222.

John Cartolano offers securities and investment advisory services through Cetera Advisor Networks LLC – a broker-dealer and Registered Investment Adviser. Member FINRA/SIPC. Additional advisory and estate planning services are offered through NetVEST Financial LLC. Cetera is under separate ownership from any other named entity. Cetera does not offer trust services, estate planning, or legal services.