"Strategic Wealth Preservation: Financial Planning, Wills, and Trusts

Desert Financial Wealth Management Presents: Reasons to Update Your Estate Plan & Is Your Nest Egg a Tax Bomb? Join us for lunch and an insightful seminar where we will delve into two crucial financial topics.  In this session, we will explore the critical reasons for regularly updating your estate plan, ensuring it reflects your current wishes and circumstances. We will also dive into the complexities of retirement savings, focusing on potential tax liabilities and strategies to mitigate them. **Hosted by Merissa Brinkerhoff, Financial Advisor, and Jessica Kerber, Estate Planning Specialist.** Please RSVP to Jessica Kerber at jessica.kerber@desertfinancial.com or contact her at 928-430-2533.