FREE Online workshop
Strategies to sidestep probate and protect your legacy
Tuesday, August 26 • 6:00pm
Strategies to sidestep probate and protect your legacy

Understand what the SECURE Act means for those 55+ and how it may affect your estate plan.
Help protect your nest egg from potential nursing home and long-term care costs.
Explore ways to address unexpected long-term care expenses without a traditional LTC policy.
Navigate the biggest retirement rule changes in years—and know when your plan deserves a checkup.

Meet Your Host
Founder of Abich Financial Services (AFS), Certified Financial Fiduciary®. Host of Retirement Key Radio (105.9 WMAL, 99.1 WDCH) and Retirement Key TV (ABC 7, CBS, NBC in the D.C. area). Abe has guided nearly 1,000 individuals and families through retirement planning and has contributed to publications such as Forbes and Fortune as a member of the Forbes Finance Council.
Family Will & Legacy Planning is a paid marketing entity, providing advertising content for financial professionals. Family Will & Legacy Planning is not affiliated with nor do they endorse the financial professionals or their firms. Prior to engaging the services of a financial professional, all individuals should make their own evaluation of the firm’s services.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This event is not sponsored or endorsed by, nor affiliated with the location/venue.
Investment advisory services offered through Abich Financial Wealth Management, LLC (AFWM) a registered investment adviser firm. Insurance and annuities offered through Abich Financial Services. VA Insurance License #127820
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Past performance may not be indicative of future results. Abich Financial Wealth Management (“AFWM”), its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions. Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person. No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. AFWM offers a broad range of investment advisory (including financial planning) and other services.
Insurance and annuities offered through Abich Financial Services. VA Insurance License #127820. Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Abich Financial Wealth Management are not: Are Not FDIC Insured, Are Not Bank Guaranteed, May Lose Value, Are Not Deposits, Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity.
Abe has been a member of the Forbes Finance Council since 2020, a paid, invitation-only organization for executives and entrepreneurs. He is passionate about financial education and has authored several articles that have appeared on Forbes.com as part of his Council membership.
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