Planning For Your Future: Trusts vs. Wills, and Estate Planning Concepts

What is the difference between a Will and a Trust? What is an Estate Plan and who needs one? The answers may surprise you. These are essential compenents of your long-term plan, and have many impacts on you and your family's future. Join us for this informative webinar that will explain how these topics impact you, and how you can better plan for your future by using these important concepts. Don't wait until it is too late to make these important planning decisions, find out how you can be proactive and plan for a better future for you and your children.

About Ken:
Ken Wilkinson is a well-known authority with extensive training in the matters of business and personal financial consulting and estate planning issues. He is the founder of Spectrum Synergy Group, LLC, an advisory and consulting firm consisting of a Synergistic Team of CFPs, Actuaries, Attorneys and other strategic relationships. Ken has over 35 years experience in the financial services industry.

Ken is a graduate of California State University, East Bay, where he majored in business and finance and has a Masters of Science Degree in Finance. He is a Master Certified Estate Planner, A Certified Wealth Preservation Planner, A Certified Estate and Business Analyst, A Registered Financial Consultant and a Certified Senior Advisor. He is a member of the National Association of Insurance and Financial Advisors, The National Institute of Certified Estate Planners, The Wealth Preservation Institute, The International Association of Registered Financial Consultants, The Society of Senior Advisors, The National Executive Institute and The Retirement Distribution Academy.