Do You Want to Take the Summer Off? Crafting Your Ideal Succession Plan - AmeriFlex.com

To learn more about the professional history of our financial advisors, please visit

To learn more about the professional history of our financial advisors, please visit

Do You Want to Take the Summer Off? Crafting Your Ideal Succession Planameriflex2023-06-13T07:23:54+00:00

Version Final 6-28-23 Webinar 3

When: June 28, 2023

10:00 a.m. (PST) / 1:00 p.m. (EST)

Duration: 30 Minutes

Already Registered?

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Panelists

Join us for an insightful discussion on reviving the spirit of summer and putting family first.

Our expert panel will guide you through practical strategies and actionable steps to take money off the table now, and design a customized succession plan for you.

We will cover:

1.) How the best inheritance you can leave your family is your time
2.) Real-life success stories from AmeriFlex advisors
3.) Essential elements of a Succession Plan
4.) What is SuccessionFlex® and how it can work for you

Sponsored by

When: June 28, 2023

10:00 a.m. (PST) / 1:00 p.m. (EST)

Duration: 30 Minutes

Sponsored by

Join us for an insightful discussion on reviving the spirit of summer and putting family first.

Our expert panel will guide you through practical strategies and actionable steps to take money off the table now, and design a customized succession plan for you.

We will cover:

1.) How the best inheritance you can leave your family is your time
2.) Real-life success stories from AmeriFlex advisors
3.) Essential elements of a Succession Plan
4.) How to make SuccessionFlex® work for you

Panelists

Diane Carlton
Advisor Strategy Consultant
The AmeriFlex Group

Jason Benham
Advisor Strategy Consultant
The AmeriFlex Group

Registration

"*" indicates required fields

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

CORPORATE OFFICE:
8475 W Sunset Rd. Suite 101 Las Vegas, NV 89113
Phone: (702) 987-9730
Email: [email protected]
Web: AmeriFlex

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Securities offered through Osaic Wealth, Inc. member FINRA, SIPC. Investment advisory services offered through The AmeriFlex® Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, ME, MI, MN, NC, ND, NJ, NM, NV, NY, OH, OR, PR, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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