Estate Planning for the Alternative Family Seminar Series

Tuesday, March 22nd @ 6pm
Gallery @ Interlachen
Winter Park, FL, 32792

There is a shortcut to a better financial future for non-traditional families, and it starts with drinks and hors d' oeuvres.

Being responsible for the financial health of your immediate family, undoubtedly you know that the challenge of safeguarding its future has become exceedingly complex, uncertain and risky. In the coming years, many will encounter disastrous problems that could have been avoided with a little planning.

Greater risks for Non-Traditional Families
The risks are even greater for those in non-traditional families. Here legal terrain is ever shifting. Sadly the biggest danger is the naivety and the faulty assumption that somehow everything will work out. Especially for non-traditional families, the price of financial freedom is constant vigilance.

Does it right, do it now and relax
The best way to avoid the hidden dangers is by being proactive now, and we’ve made taking the first step both easy and enjoyable.

We provide critical support
We’re a team of professionals at the Wallman Financial Group, comprised of professionals in such disciplines as insurance, tax accounting and investment planning; our focus is creating tailored programs to help individual clients and their families to be financially secure.

How do we work?
We provide innovative alternatives but the most important part of the process is answering peoples’ questions.

What about your questions?
If you want answers to your questions about a better future for your family, we’d like you to join us for beverages and hors d’oeuvres. It will be a small group, a few of us from the Wallman Financial Group and four to five couples.

Please respond ASAP as dates for these programs are filling up fast. The program will run from February thru May with locations in Winter Park, Baldwin Park and Downtown Orlando.

We’ll provide you the details when you call to R.S.V.P. @ 407.470.8889. We look forward to hearing from you.

Michael Wallman
Financial Planner
Wallman Financial Group

Securities offered through Investors Capital, Member FINRA/SIPC, advisory services offered through Investors Capital, Michael Wallman, Representative. Wallman Financial Group and the Investors Capital companies are not affiliated.

Investors Capital and its representatives do not provide tax or legal advice. Any tax or legal information provided here is merely a summary of our understanding and interpretation of some of the current income tax regulations and is not exhaustive. Tax-law is subject to frequent change; therefore it is important to coordinate with your tax advisor regarding your specific situation.