EVENTS | Prospect Wealth Advisors
JOIN US For a complimentary educational event on understanding Estate Planning
DATES & TIMES
TUESDAY, JANUARY 7th
@ 6:30 PM
THURSDAY, JANUARY 9th
@ 6:30 PM
YOUR HOST AND PRESENTER FOR THIS UNIQUE AND INFORMATIVE EDUCATIONAL EVENT
Chris Bowman
CO-FOUNDER
Chris Bowman is a founding member of Prospect Estate Planning with over 30 years of financial services experience, including significant time in the investment banking industry. Throughout his career, Chris has understood that estate planning is not a "one size fits all" process. He believes in a personalized, holistic approach that goes beyond simply deciding what happens to your assets.
DATES & TIMES
TUESDAY, JANUARY 21st
@ 6:30 PM
THURSDAY, JANUARY 23rd
@ 6:30 PM
YOUR HOST AND PRESENTER FOR THIS UNIQUE AND INFORMATIVE EDUCATIONAL EVENT
JON FLOYD
FOUNDER
Jon Floyd is the founder of Prospect Estate Planning, dedicated to guiding his clients to a more secure future. Over the past three decades, Jon has helped individuals and families as an independent fiduciary build financial confidence and peace of mind for their futures through strategic estate planning. His greatest passion is spreading financial literacy and helping clients understand complex estate planning and the wealth-building strategies that come along with a tailored estate plan.
ONE SIZE DOES NOT FIT ALL!
When it comes to Estate Planning, every family needs to know how to best protect their family members through different stages of life. We’ll help you understand:
- WILLS (LAST WILL AND TESTAMENT) – Personal Representative, Probate, and Guardians
- WHAT IS A REVOCABLE LIVING TRUST? – Pour-Over Wills, Care Plans, and more
- ASSET PROTECTION TRUST – Family Trusts, Asset Protection, Limiting Exposure, and more
- ADVANCE MEDICAL DIRECTIVE – Selects a Medical Agent for Medical Decisions
- POWER OF ATTORNEY – The Most Powerful Document in An Estate Plan and Why
- HOW TO PROTECT ASSETS FROM THE CRUSHING COSTS OF ELDER CARE
And much more!
We look forward to meeting you!
AS SEEN/HEARD ON:
602-807-1411 • 17851 N 85th St, Suite 275, Scottsdale, AZ 85255
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Prospect Wealth Advisors are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.