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Educational Workshops

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you how

Estate Management Counselors, LLC Estate Management Counselors, LLC provide educational workshops to groups of individuals and for the benefit of employers for their employees.  The workshops address current financial and estate planning topics which have a direct impact on all individuals. 

helping educate

targeted educational workshops

Audience of educational forum

Retirement Planning Strategies

General Investment Education

Lump Sum Distribution Strategies

Income Tax Reduction Strategies

Other workshops are available upon request.  Educational workshops allow individuals to obtain current information which can then be implemented into their current plan.

“Liberty is the right to do what the law permits.”

Montesquieu

plan of action

know your rights

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01

One step ahead

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02

building your case

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achieving your goals

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we are part of the family. all the way through.

We offer our clients professional and courteous service with the highest level of integrity.

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other professional services Include:

Clients of EMC are provided with objective financial recommendations and counseling to assist them in reaching their business planning and personal objectives. 

Issues that may arise with business planning:

  • Will your family or partner loose the business to the IRS when you pass away?
  • Will you qualify for the special estate tax reduction strategies involving your business?
  • Are you paying more than your fair share in income taxes?
  • Will your partner’s spouse be your partner if something would happen to him/her?
  • Will the company have the resources to continue if one partner should die?
  • Have you implemented a strategy to allow yourself to retire from the business?

Investments

We provide personalized investment recommendations to help our clients achieve their goals and objectives.

Estate Planning

Estate planning involves more than the outright passing of property from one person to another.

Business Planning

Business planning involves more than just leaving the business to the next generation or to the surviving business owner(s).

Retirement & Pension Planning

Retirement planning involves more than just participating in a company’s retirement plan or self-employed retirement plan.