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 480-750-7915

WED., NOV 2 | 6PM
The Capital Grille, Scottsdale

16489 N. Scottsdale Road
Scottsdale, AZ 85254

TUES., NOV 8 | 6PM
The Capital Grille, Scottsdale

16489 N. Scottsdale Road
Scottsdale, AZ 85254

THURS., NOV 10 | 6PM
The Capital Grille, Scottsdale

16489 N. Scottsdale Road
Scottsdale, AZ 85254

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 M. Cartolano offers securities and 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.