Tristate Financial Network invites you to join us to learn about
ESTATE PLANNING
Register to be our guest at this unique and FREE educational event
Tristate Financial Network invites you
to join us to learn about
ESTATE PLANNING
Register to be our guest at this unique and FREE educational event
Available Events
LOCATION
Middletown Branch Library
12556 Shelbyville Road
Louisville, KY 40243
Wednesday
September 25th
3:00pm
Wednesday
October 2nd
3:00pm
Wednesday
October 2nd
6:30pm
Wednesday
September 25th
3:00pm
Wednesday
October 2nd
3:00pm
Wednesday
October 2nd
6:30pm
What You'll Learn
An Estate Plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes.
We’ll cover the following topics, in easy to understand terms:
An Estate Plan is vital for any individual, couple, or family that owns a home and has assets. Ensure that your Estate Planning is in good order by reviewing the methods families use to avoid the most common costly mistakes. We’ll cover the following topics, in easy to understand terms:
How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
How Probate Court works and why you may want to avoid it for your family
Why putting property in your children’s names may be a mistake
Common missteps by families raising children with challenges, disabilities or special needs
Protecting your home from being swallowed up by the Costs of Nursing Home Care
Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
Best practices for naming retirement accounts and Life Insurance beneficiaries
How the new Secure Act affects your Retirement Accounts.
How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away)
How Probate Court works and why you may want to avoid it for your family
Why putting property in your children’s names may be a mistake
Common missteps by families raising children with challenges, disabilities or special needs
Protecting your home from being swallowed up by the
Costs of Nursing Home Care
Protecting your heirs inheritance from lawsuits, divorce and spend-thrifts
Best practices for naming retirement accounts and Life Insurance beneficiaries
How the new Secure Act affects your Retirement Accounts
Get To Know Your Host
Brian Beazly
Tristate Financial Network
Owning and operating a business for more than 30 years, Brian Beazly saw the need many people have for help with retirement income and estate planning strategies. In 2011, Brian began working with families in Indiana and Kentucky in the areas of end of life preparation, and wealth transfer. Brian helps people with Medicare and healthcare case design. Brian is a Licensed Health and Life agent in Kentucky and several other states. He was a flight instructor for many years. His spirit of teaching carries forward in helping families understand and implement the best wealth strategies for their needs.
Owning and operating a business for more than 30 years, Brian Beazly saw the need many people have for help with retirement income and estate planning strategies. In 2011, Brian began working with families in Indiana and Kentucky in the areas of end of life preparation, and wealth transfer. Brian helps people with Medicare and healthcare case design. Brian is a Licensed Health and Life agent in Kentucky and several other states. He was a flight instructor for many years. His spirit of teaching carries forward in helping families understand and implement the best wealth strategies for their needs.
Directions
Middletown Branch Library
12556 Shelbyville Road
Louisville, KY 40243
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