In this seminar, attendees will gain valuable insights into essential estate planning strategies, led by Dennis Moses, an experienced estate planning attorney. Participants will learn about the importance of wills, trusts, and the effective management of assets to ensure a smooth transition of wealth. Additionally, Evan Hirsch from Equitable will discuss Structured Capital Strategies, focusing on how annuities can enhance financial independence and provide long-term benefits.

Designed for individuals planning their financial futures, this seminar will equip you with actionable insights to make informed investment decisions.

Join us to empower your financial future with professional advice and actionable strategies.

Financial Advisor, Michael Praznovsky

866-300-9382, option 4.

Michael.Praznovsky@suncoastcreditunion.com

This seminar is hosted by Financial Advisor, Michael Praznovsky along with guest speaker and Estate Attorney, Dennis Moses, and guest speaker Evan Hirsch from Equitable.

Dennis Moses, Evan Hirsch, and Equitable are not affiliated with or endorsed by LPL Financial and Suncoast Investment Services. 

Variable annuities are sold by prospectus only, which contains more complete information about the policy, including risks, charges, expenses and investment objectives. You should review the prospectus carefully before sending any money. Contact your financial professional for a copy of the current prospectus. Qualified Plan version not available in all jurisdictions.

If you are purchasing an annuity contract as an Individual Retirement Annuity (IRA), you should be aware that such annuities do not provide tax-deferral benefits beyond those already provided by the Internal Revenue Code. Before purchasing one of these annuities, you should consider whether its features and benefits beyond tax deferral meet your needs and goals. You may also want to consider the relative features, benefits and costs of these annuities with any other investment that you may use in connection with your retirement plan or arrangement.

Please see the prospectus and supplemental materials for details. Certain features and benefits described herein may not be available in all jurisdictions. In addition, some distributors may eliminate and/or limit the availability of certain features or options, based on annuitant issue age or other criteria.  Not all types of contracts, features and benefits are available in all jurisdictions and all markets. Not every contract is available through the same selling broker/dealer. 

Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state or local tax penalties. Please consult your own independent advisors as to any tax, accounting or legal statements made herein.

All contract and rider guarantees, including optional benefits and any fixed subaccount crediting rates or annuity payout rates, are backed by the claims-paying ability of the issuing life insurance company. Annuities contain certain restrictions and limitations. For costs and complete details, contact a financial professional.