Help Protect Your Money & Minimize Taxes In Today’s Ever-Changing Economy

BayTrust Financial is hosting a complimentary dinner event at the Golden Ocala Golf & Equestrian Club. Get a 2nd opinion, don’t miss our dinner events if you are thinking of investing or have already invested money in retirement accounts including IRA’s, 401k’s, CD’s, Annuities, Stocks, Bonds, Life Insurance, Money Market, or Real Estate.

Areas we will cover:

• Wills, Trusts, and Probate – The important facts, changes and how they may drastically affect your plans.
• Secrets of the Wealthy – Strategies they consider to manage and help protect their family from taxes, lawsuits, creditors, divorce and remarriage.
• Estate Planning – Help avoid the critical mistakes that will cost you and your family thousands of dollars.
• Asset Transfer – Strategies to help reduce or eliminate taxes, avoid issues for your beneficiaries, and pass things, to your family quickly and privately.
• Higher Income Potential – Alternative investments with tax efficient distributions that help you preserve your ideal lifestyle in retirement.
• Tax Free Pension For Life – How to create your own pension plan, making your money work had for YOU.

Caution: Most Estate Plans do NOT actually protect your assets and do NOT work as you intended.