Taxes Declassified
Event Details
VFW Post 7397
9550 Pflumm Rd
Lenexa, KS 66215
Event Options:
– Thursday, May 22 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with the VFW Post 7397.
Event Details
VFW Post 7397
9550 Pflumm Rd
Lenexa, KS 66215
Event Options:
– Thursday, May 22 at 6:00 p.m.
Seating is limited. There is no charge to attend! This event is not sponsored by or affiliated with VFW Post 7397.
Do you know how to keep your assets out of probate, reduce tax exposure and create a plan to ensure your heirs retain your assets?
Join us at VFW Post 7397 for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:
Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!
Do you have an estate plan in place?
Don’t miss this information-packed event!
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
67% of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
Nick is a CERTIFIED FINANCIAL PLANNER™ and a licensed attorney. He is the owner and Principal Planner for Comprehensive Wealth Planning, and the Owner and Principal Attorney for Jenkins Legal. Nick has extensive experience in: wealth management, financial planning, retirement planning, education funding, tax minimization planning, estate planning, business planning, money management, social security, insurance, and annuities. He is driven by his passion to be a dedicated advisor to families, individuals, and business professionals, helping them build their wealth, protect what they’ve built, enjoy what they’ve earned, and leave the legacy they choose for their heirs and community. Nick believes a client’s strategy should be clear, concise, and easy to implement and understand.
Prior to becoming a CERTIFIED FINANCIAL PLANNER™ and attorney, Nick was a U.S. Army Infantry Officer. Nick is a combat veteran of the Iraq War, where he received a Bronze Star Medal. After continuously serving in the Army (Active Duty and National Guard) since 1999, Nick retired in 2021 with twenty-two years of honorable service. While serving in the Kansas National Guard, Nick also served as a Kansas State Trooper from 2007-2011. Nick’s integrity, attention to detail, and commitment to excellence served him well both in the Army and as a State Trooper; he now focuses those attributes on serving his clients.
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¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
The content presented is published solely for informational purposes, and it was developed from sources believed to be providing accurate information. The content is not intended as financial, investment, tax, or legal advice. to receive such advice, You should discuss your particular facts and circumstances with your financial or investment advisor, tax professional, or attorney. The content is not a solicitation nor an offer to buy or sell any investment product. Viewing of content does not create an advisor-client, nor an attorney-client, relationship with anyone. All investments, strategies, and Plans have the potential for gain or loss.
Investment products and financial planning services are offered through Comprehensive Wealth Planning, LLC (“CWP”). CWP is a Kansas registered Limited Liability company (LLC) and a state Registered Investment Advisor (RIA) offering products and services to clients nationally. Click to view CWP’s Investment Advisor Public Disclosures and Registration Status.
*Estate planning and other legal services are offered through Jenkins Legal, LLC (“JL”). JL is a Kansas registered Limited Liability Company (LLC) offering services to clients in Kansas & Missouri.
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The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.