Register for our event!

Wednesday,

October 14th

at 6:00 PM

555 S Old Woodward Ave.

Birmingham, MI 48009

Understanding The Differences Between Wills And Trust Through Estate Planning

JOIN US

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ONE NIGHT ONLY!

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YOU WILL LEARN:

  • How to protect your IRAs and retirement plans which, over time, will likely grow to become the largest assets you leave behind.
  • How to protect your beneficiaries from losing government claims & MEDICAL.
  • Why a Will does not avoid costly and time-consuming Probate Court.
  • If a living trust is the only document I need to handle my estate.
  • How to avoid accidentally disinheriting your heirs.
  • Why internet, do-it-yourself, and bargain-priced plans usually fail.
  • Changes to Tax INCREASES in 2026
  • New to the area and looking for a local financial advisor? We are here to help.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC.

dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and

CG Financial Services are separate entities from LPL Financial.

You and a guest are invited to a COMPLIMENTARY GOURMET MEAL.

Expect to have a little fun and obtain some meaningful information with none of the usual financial double-talk.


So much is changing in the financial world, come learn what the wealthy are doing to protect themselves and their legacy.