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Tag Archives: Estate Planning

Financial Planning – Now is the Time

Financial-Planning-Education

 

Zavitz Insurance is enhancing its financial planning services

Careful financial planning is so important for you and your family’s future. That’s why Zavitz Insurance is now offering a full range of exclusive financial planning services. 

Zavitz is offering these services to meet the unique and ever-changing needs of its client base. The financial planners at Zavitz have many years of combined experience and are dedicated to helping their clients fully achieve their financial goals. 

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Estate Planning Seminar Video

Don’t leave your executors stranded on a desert island!

Estate planning can be as easy as lounging on the beach…sit back, relax and enjoy the video below!

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The Impact of Trudeaumania 2 & Trump Dynasty Seminar

Zavitz Seminar Series Presents:

The Impact of Trudeaumania 2 & Trump Dynasty on Tax, Real Estate, Estate & Retirement Planning seminar.

 Mike Bondy will discuss a variety of topics including:

  • Current and recent budget proposals and review strategies to minimize the impact of these changes
  • Real Estate trends
  • Outline of trends which may impact your retirement and the preparation of your wills
  • How the Trump Dynasty and Trudeaumania may impact the economy and investment

To RSVP please email aaron@zavitzinsurance.com or call 519-667-0116

View the invite here: The Impact of Trudeaumania 2 & Trump Dynasty