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Our first quarterly focus of 2018 (for all clients, in all nVestor Lifecycles), is one of the most important, but sadly, one of the most overlooked parts of a solid financial plan: making sure what you’ve worked hard for is there for your loved ones.

All of our clients are welcome to join us on Tuesday, May 1, at 8pm Central, for our first nVestor LifeCycle LIVE:

“Wills, Trusts & Beneficiaries”

Join us for 45 minutes and learn about:

  • Beneficiaries

  • Transfer On Death / Payable On Death

  • Basic forms of wills (last will, living will, etc.)

  • Powers of Attorney

  • What are trusts?

  • The three documents every client MUST have

    • and, most importantly, how to get some of these documents for FREE.

Our client calls in March will follow up with you about these most important (but often overlooked) parts of your financial plan, so come learn!

CLICK HERE TO REGISTER – nVest Advisors, LLC Clients ONLY