COMPLIMENTARY WINE TASTING + ASSET PROTECTION WORKSHOP
Wine & Wills
Thursday, March 27th, at 5:30pm
Total Wine & More | 10320 N Scottsdale Rd Ste 110, Scottsdale, AZ 85253
Donna Jewett
Truest Founder/Attorney
Truest Law
Brett Fallon CFF, CRPC
Managing Partner
Momentum Financial Partners
“I get to come to work every day and do something that I love,” says Momentum Financial Partners co-founder, Brett Fallon. “In fact, the best part is figuring out various ways to inspire people to develop and execute a foundational financial plan to achieve their goals,” said Brett, “It really is amazing to help families organize, analyze, and plan the complexities of their financial lives.
In addition to maintaining his Chartered Retirement Planning Counselor® designation, Brett has completed a rigorous certification and training process established by the National Association of Certified Financial Fiduciaries (NACFF) and The American Financial Education Alliance (AFEA). Brett is a Certified Financial Fiduciary®. Designees agree to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients.
What an Estate Plan is and why it’s important for all families to safeguard their assets – not just the wealthy
Tax and planning strategies to maximize assets left to your family
How to make sure your children are always under the care of a person you choose, and never in the care of strangers – no matter what happens to you
Why having a Will alone isn’t enough and will likely fail your family when it matters most
YOUR FAMILY'S LAWYER FOR LIFE
At most Estate Planning law firms the relationship ends when you sign your documents. At Truest Law, the relationship extends far beyond the signing of your Estate Planning documents. We keep in touch with you to make sure your plan stays up to date and funded.
Truest Law also has a system to keep your estate plan current, operational, and designed to meet your wishes.
Truest wants to be your Lawyer for Life.
