Limited Seating Available

Unlock the Future of Your Wealth: Master Estate Planning and Tax Strategies with Expert Guidance

Join Alexandria Zalenski, Ed & Lisa Guerrero

for a Transformative Educational Event!

Max & Louies NY Dinner

226 W. Bitters Rd Suite 126, San Antonio, TX 78216

Hosted by Guardian Alliance Group, Wealth Advisory Specialists

Limited seating available

Limited Seating Available

Here's What You'll Learn

“Estate Planning and Tax Strategies” are full of opportunities for incredible success, and unfortunately, devastating pitfalls.

Having witnessed the complexities and challenges firsthand, I am dedicated to ensuring no one else experiences the same struggles.

Join us for an insightful educational event...

Where we will explore the opportunities and challenges in estate planning and proactive tax strategies in a straightforward manner.

Knowledge has the power to unlock the full potential in you and your wealth.

This event will provide insights that could not only save you substantial sums of money but also secure your financial legacy.

For your convenience, we are offering one Dinner sessions:

Friday Dinner Session

Friday, July 26th @ 5:00 PM

Dinner will be provided

We Will Be Covering:

Estate Planning Overview

What is an Estate Plan? - Understanding the essentials of estate planning.

Will vs No Will - A comparison between having a will and not having one.

Transfer on Death Deeds - The advantages of using a Transfer on Death deed for real estate.

Revocable Living Trusts - When and why a Revocable Living Trust might be the right tool for your estate.

LLCs - Incorporating Limited Liability Companies into your estate plan.

Mastery of Keeping Your Money: Understanding the Approach to Taxes

Proactive Approach to Taxes - Learn what a proactive approach to taxes is and its benefits.

Tax Strategies Before Retirement - Effective tax strategies to use before retirement.

Tax Strategies After Retirement - Tax planning strategies for post-retirement.

Business Formation Tax Strategies - How business structuring can optimize your tax situation.

Tax Deduction Checklist - Using a checklist to maximize your tax deductions.

Other Tax Strategies - Exploring additional tax strategies to enhance your financial plan.

Giving Strategies - Understanding how giving strategies can benefit your taxes and fulfillment in life.

Uncorrelated Assets - Mastering the game of taxes and asset planning.

This event is educational only. No products or services will be sold. Attendees will have the opportunity to ask questions anonymously and schedule a one-on-one strategy session at no cost or obligation.

Upon completion of the one-on-one session, you will receive a comprehensive assessment of your estate and tax plan at no cost. That is our investment in you.