Asset Preservation Group, LLC

Join our seminar to learn how to create a legacy that protects your family, assets, and future.

📅 Date: Tuesday, August 11
⏰ Time: 6:00 PM
📍 Location: UofL Shelby Campus
450 N Whittington Pkwy., 40222 Room 136B

In this session, we’ll cover:
✅ Incapacity planning and power of attorney
✅ Guardianship for children
✅ Avoiding the risks of dying intestate
✅ Planning for blended families
✅ Trusts for special needs children
✅ How to secure your business and assets

Limited spots are available. Click the button below to sign up now.
https://events.apgky.com/estate-planning-university-of-louisville/

8 Areas Many Investors Overlook Your portfolio is more than a performance number.

Will your family inherit the legacy you intended or unnecessary taxes, probate, and delays?

Many Americans have no estate plan at all. And even for those who do, outdated documents, overlooked beneficiary designations, and unchecked IRA balances could have a significant impact on what ultimately reaches the people they love.

Join us for a **FREE educational seminar**:

Don’t Let Taxes & Probate Decide Your Legacy in 2026: Common Mistakes That Can Create Problems for You and Your Loved Ones

Discover common planning mistakes that could affect you and your loved ones, including:

✓ Why having a will may not keep your estate out of probate
✓ How large IRA balances can create a future tax burden for you and your heirs
✓ Why outdated wills, trusts, and beneficiary designations deserve a second look
✓ How changing tax laws could impact the legacy you intend to leave behind
✓ Why coordinating your estate and tax strategies can make a meaningful difference

📍 Spencer County Public Library
📅 Tuesday, July 21st
🕕 6:00 PM

Register here ➡️ https://events.apgky.com/estate-planning-spencer-county-public-library/

This complimentary seminar is designed to help you identify potential gaps in your current plan and better understand the steps you can take today.

**Seating is limited and advance registration is required.**

Are You Checking or Reviewing? This checklist shows you the difference.

Approaching Retirement? Start Here The years around retirement are when alignment matters.

When Did You Last Review Your Fees? Expense ratios have dropped a lot since 2005.

Will your estate become a blessing... or a burden for your loved ones?

Many pre-retirees and retirees are surprised to learn that outdated estate plans, incorrect beneficiary designations, and unnecessary taxes can create significant challenges for the people they love most.

Join us for this FREE educational workshop and discover how to help protect your family, your retirement, and your legacy.

Don’t Let Taxes & Probate Decide Your Legacy in 2026: Common Mistakes That Can Create Problems for You and Your Loved Ones

You'll learn:
✅ Why a will alone may not keep your family out of probate
✅ How taxes can reduce what you leave behind
✅ Strategies to help protect your loved ones and preserve your legacy

📍 Jeffersontown Branch Library
10635 Watterson Trail Louisville, KY

📅 Tuesday, June 30th
🕕 6:00 PM

Admission is FREE, but seating is limited and advance registration is preferred.

https://events.apgky.com/estate-planning-jeffersontown-branch-library/ -jump-194bc0b6672

This event is not sponsored or endorsed by the Jeffersontown Public Library.