This two hour course offers real world strategies and methods designed for those who are concerned about proper estate planning, reducing or eliminating estate taxes, and ensuring that their wishes are fulfilled. This course is designed to take the confusion out of estate planning and empower you to design a plan that will protect you, your assets, and most importantly your loved ones. This course will show you how to clearly define your own estate planning objectives and goals and equip you with the knowledge and tools necessary to put your plans into action. Upon completion, you will know how to properly protect your assets from probate and spend down, accurately devise a plan for income that will last throughout your retirement and your spouses, and take advantage of little known tax tips and strategies that will help you achieve your goals with the least amount of taxes owed to Uncle Sam.
• Understanding probate
• The importance of wills, living wills, health care powers of attorney
• Do you need a trust
• How to guarantee your income for the rest of your life & your spouse’s life
• How to maximize the living & death benefits of life insurance
• How to use current IRS tax codes to create a tax free retirement
• How to keep your estate private
• The most common estate planning traps to avoid
• Individuals and couples aged 50+ wanting to gain more knowledge and training to help maximize their estate plans
• People who simply want to better understand proper estate planning
• Anyone who is not 100% sure their current estate plan will fulfill their wishes
Growing up on a farm south of Udall, Kansas, Scott Walker knows the meaning of hard work and dedication. As the President of Walker Group Inc., this same dedication and hard work continues to be his goal as he provides comprehensive asset and risk management services for his clients, aiming to build and maintain long-term relationships with trust and loyalty.
The Walker Group Inc. is a full-service company that specializes in the needs of individuals preparing for retirement or in retirement, providing planning and guidance for those who are seeking security in their golden years. As a Certified Financial Fiduciary, Scott has always placed the best interest of his clients first. He is firm believer in guaranteed financial products to help his clients achieve retirement security and manage their expectations of investment risk. As an Investment Advisor Representative, Scott also understands the need for investment growth in retirement. Inflation and longevity risks inherent in retirement require an advisor with “safe money” skills, plus investment management skills.
The Walker Group, Inc truly offers the investment services needed to allow his clients to reach their financial goals.
He is also a licensed Life and Health Insurance agent, able to help his clients with life Insurance and Medicare health insurance needs. A studied working knowledge of Social Security and taxes in retirement allows Scott to be single source for his clients when it comes to creating a sustainable retirement income plan.
Scott has been married to his wife Cathy for 44 years and they have 2 children and 4 grandchildren. Scott is active in his community. In his leisure time Scott enjoys hunting, golf, and the “ranch” at Cedar Vale.
“My mission is to help you preserve and protect your hard-earned assets. I specialize in developing strategies that will create a “lifetime” of retirement income.”