Free Seminar: Great Wealth Transfer

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Speaker: Michael Fleshman

Join Us for a Seminar On

  • Title: Great Wealth Transfer
  • Time: 2:00 pm CDT
  • Date: Wednesday, June 25, 2025
  • Speaker: Michael Fleshman
  • Location: Woods & Bates Lincoln
  • Address: 306 Clinton St, Lincoln, IL 62656

Join us on Wednesday, June 25, 2025, for an engaging seminar, "Great Wealth Transfer," presented by attorney Michael Fleshman, at 2:00 pm CDT at Woods & Bates Lincoln. This session will provide valuable insight into the financial, legal, and generational impact of the historic transfer of wealth unfolding over the next two decades.

In this seminar, you will learn:

  • The Great Wealth Transfer Overview – Scope, scale, and social implications of the $70+ trillion shift.
  • Types of Assets Transferred – Real estate, investments, retirement accounts, and more.
  • Legal & Financial Planning Essentials – Trusts, wills, tax strategies, and beneficiary planning.
  • Tax Policy & Strategic Planning – Federal and state estate/gift tax rules and planning tools.
  • Charitable Giving Trends – Tools for purposeful wealth, including donor-advised funds.
  • Risk Management & Legacy Protection – Strategies to safeguard wealth across generations.
  • Action Plan for Attendees – Steps to assess, plan, and communicate your legacy strategy.

This seminar is a great opportunity to gain essential knowledge about wealth transition and ensure your estate planning aligns with your family’s long-term goals. Attorney Michael Fleshman will guide you through advanced strategies for managing and protecting inherited assets.

Register today to secure your spot!

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