Critical Conversations for Help Protecting Autonomy and Assets

For ultra high net worth retirees, wealth brings complexity that requires more than strong documents. It requires coordination, clarity, and control when it matters most.

Join Attorney Ehren Frey and Wealth Manager Brandon Beck for an informative workshop which will cover the following topics:

• Control & Autonomy – Make sure your estate plan preserves
choice and names trusted decision-makers.
• Unique Wealth Challenges – Coordinate complex finances and
legal structures to prevent exploitation and ensure plans work.
• Long-Term Care Planning – Navigate legal, logistical, and
financial realities to maintain lifestyle and protect loved ones.
• Legacy & Family Planning – Guide heirs and trustees, document
wishes, and lead conversations on wealth and values.
• Roth Conversions – How and when to convert for tax-free
growth, including timing rules and heir considerations
• Charitable Remainder Unitrusts (CRUTs) – Using QCDs or
inherited IRAs to extend income, benefit heirs, and support charity

To Register:
Phone: 239-206-3334
Email: brandon.beck@confluencefp.com