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Estate Planning, Long-Term Care, & Asset Preservation

  • Manchester University Fort Wayne Campus 10627 Diebold Road Fort Wayne, IN, 46845 United States (map)

You earned it, now learn strategies to protect it, keep more of it, and pass it on!

Join us on Tuesday, May 6th at 6:00pm EST for a free educational workshop to help you make more informed decisions that can protect you, your assets, and loved ones. You will learn how to properly plan for your estate, healthcare and long-term needs, protect your assets from probate and spend down, devise an income plan that will last throughout your lifetime, take advantage of strategies that will help you achieve your retirement goals while minimizing taxes, and ensure that your legacy wishes are fulfilled.

What will be discussed:

  • Managing your retirement accounts to make your nest egg last throughout your retirement

  • Insulating yourself from economic volatility, inflation, market instability, and changing tax laws during retirement

  • Protecting your assets and generating higher, safer, and more predictable income for your retirement years

  • And more…

This workshop is offered free of charge, but you must register to attend! Please register for the workshop below!

Earlier Event: April 30
Federal Benefits Webinar
Later Event: May 8
Estate Planning, Long-Term Care, & Asset Preservation

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor.  BCM and Millard Financial Group are independent of each other.   Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. 

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.

The National Social Security advisor (NSSA) certification is obtained in February 2023 by completing eight hours of course works and passing a certification exam. Certification renewal requires sixteen hours of biennial continuing education and payment of a fee. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the verification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor/.