EVENTS | Prospect Wealth Advisors

JOIN US For a complimentary educational event on understanding Estate Planning

DATES & TIMES

TUESDAY, JANUARY 7th

@ 6:30 PM

THURSDAY, JANUARY 9th

@ 6:30 PM

What is an  Estate Plan?

How can it protect my loved ones?

What every family should know about Wills, Trusts & Estate Plans

Location:  Glendale Community College - Room HTA-108 6000 W Olive Ave. Glendale, AZ 85302


You and your adult guests are cordially invited to a complimentary Educational Event. Seats fill quickly, so call the number below or register on-line using the RSVP code provided to make your reservation today!


RSVP CODE: 475137

What is an Estate Plan?

How can it protect my loved ones?

What every family should know about Wills, Trusts & Estate Plans

Location: Glendale Community College - Room HTA-108 6000 W Olive Ave. Glendale, AZ 85302


You and your adult guests are cordially invited to a complimentary Educational Event! Seats fill quickly, so call the number below or register on-line using the RSVP code provided to make your reservation today!


RSVP CODE: 475137

YOUR HOST AND PRESENTER FOR THIS UNIQUE AND INFORMATIVE EDUCATIONAL EVENT

Chris Bowman

CO-FOUNDER

Chris Bowman is a founding member of Prospect Estate Planning with over 30 years of financial services experience, including significant time in the investment banking industry. Throughout his career, Chris has understood that estate planning is not a "one size fits all" process. He believes in a personalized, holistic approach that goes beyond simply deciding what happens to your assets. 

DATES & TIMES

TUESDAY, JANUARY 21st

@ 6:30 PM

THURSDAY, JANUARY 23rd

@ 6:30 PM

What is an  Estate Plan?

How can it protect my loved ones?

What every family should know about Wills, Trusts & Estate Plans

Location: Via Linda Senior Center - 10440 E. Via Linda Scottsdale, AZ 85258


You and your adult guests are cordially invited to a complimentary Educational Event. Seats fill quickly, so call the number below or register on-line using the RSVP code provided to make your reservation today!


RSVP CODE: 475328

What is an Estate Plan?

How can it protect my loved ones?

What every family should know about Wills, Trusts & Estate Plans

Location: Via Linda Senior Center - 10440 E. Via Linda Scottsdale, AZ 85258


You and your adult guests are cordially invited to a complimentary Educational Event. Seats fill quickly, so call the number below or register on-line using the RSVP code provided to make your reservation today!


RSVP CODE: 475328

YOUR HOST AND PRESENTER FOR THIS UNIQUE AND INFORMATIVE EDUCATIONAL EVENT

JON FLOYD

FOUNDER

Jon Floyd is the founder of Prospect Estate Planning, dedicated to guiding his clients to a more secure future. Over the past three decades, Jon has helped individuals and families as an independent fiduciary build financial confidence and peace of mind for their futures through strategic estate planning. His greatest passion is spreading financial literacy and helping clients understand complex estate planning and the wealth-building strategies that come along with a tailored estate plan. 

ONE SIZE DOES NOT FIT ALL! 

When it comes to Estate Planning, every family needs to know how to best protect their family members through different stages of life. We’ll help you understand: 


  • WILLS (LAST WILL AND TESTAMENT) – Personal Representative, Probate, and Guardians
  • WHAT IS A REVOCABLE LIVING TRUST? – Pour-Over Wills, Care Plans, and more
  • ASSET PROTECTION TRUST – Family Trusts, Asset Protection, Limiting Exposure, and more
  • ADVANCE MEDICAL DIRECTIVE – Selects a Medical Agent for Medical Decisions
  • POWER OF ATTORNEY – The Most Powerful Document in An Estate Plan and Why
  • HOW TO PROTECT ASSETS FROM THE CRUSHING COSTS OF ELDER CARE



And much more!


We look forward to meeting you!

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