Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Organizer: Strittmatter Wealth Management Group, LLC

Instructors: Josh W. Strittmatter, CFP®, CRC® and Kelly Buchfink, CFP®

Up-Coming Courses

Due to COVID-19 locations are subject to change

If for any reason you are unable to attend the class due to unforeseen changes we will be happy to refund you or enroll you into a different class that better suits you. For the safety of our students and instructors we are taking extra precautions (1) limited class sizes (2) face masks/face shields will be required (3) 6ft social distancing will be enforced (4) hand-sanitizer will be provided.

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REGISTER TO LEARN
  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • “Big Picture” Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation

REGISTER TO LEARN
  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • “Big Picture” Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation

REGISTER TO LEARN
  • The benefits and importance of having an estate plan

  • The differences between wills and trusts

  • How to plan for incapacitation and what to do when a loved one dies

  • How to avoid probate and its associated costs, and minimize taxes

  • Strategies to protect your assets from creditors and the government

WHAT THIS COURSE INCLUDES:
  • Classroom Instruction and Course Textbook

  • Tools to Develop a Personalized Estate Plan

  • “Big Picture” Strategy Tools for your Personal Estate

  • Complimentary Estate Plan Consultation

Without an estate plan you lose control of the distribution of your estate and you may incur unnecessary costs and taxes.

By attending this class, you will learn about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.

Learn More

Without an estate plan you lose control of the distribution of your estate and you may incur unnecessary costs and taxes.

By attending this class, you will learn about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.

Learn More

Without an estate plan you lose control of the distribution of your estate and you may incur unnecessary costs and taxes.

By attending this class, you will learn about the tools and strategies that are needed to protect your assets and give you back control over decisions that will affect you and your family moving forward.

Learn More
MALLICK TOWER
101 SUMMIT AVENUE
SUITE 910
FORT WORTH, TX 76102

(817) 210-3444
INFO@STRITTMATTERWEALTH.COM

Are you ready to start your journey to financial freedom?
Schedule a complimentary consultation with on of our advisers today!

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