Estate Planning Made Simple: Avoid Mistakes That Could Cost You Thousands
Join our free, live educational webinar and learn how today’s smart retirees are using proven strategies to build tax-free income, avoid probate, and leave a lasting legacy. Learn the estate planning essentials your family can’t afford to miss.
(Limited to 100 attendees — secure your spot!)
What You’ll Learn
In this free 1 hour webinar, you’ll discover:
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The advantages and disadvantages of Wills vs. Living Trusts
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How to protect your wealth in bear markets with smart planning
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Why some Powers of Attorney may fail when you need them most
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The hidden dangers of Probate Court—and how to help your family avoid it
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Why putting property in your children’s names can be a costly mistake
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How to protect your home from being swallowed up by nursing home expenses
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How to shield your heirs' inheritance from divorce, lawsuits, or poor decisions
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The best ways to name beneficiaries for retirement accounts and life insurance
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How the SECURE Act may impact your trust and retirement accounts
This training is perfect for:
- Pre-retirees (ages 50–70) planning for tax-free income
- Business owners and professionals seeking asset protection
- Retirees concerned about RMDs, market volatility, or estate costs
- Anyone tired of uncertainty — and ready for a clear financial roadmap
I'm Bryan Daly, CFP® RICP®
Bryan Daly is the founder of New Life Financial Alliance and host of the Retirement Planning University™ series.
With over 20 years of experience in wealth management and retirement income design, Bryan helps families and professionals create tax-free retirement plans, protect their estates, and build multi-generational legacies.
Featured in workshops across the country, Bryan’s mission is simple:
“To help 76 million retirees leave a legacy — not a mess.”
