Risk and Wealth Strategies Luncheon
FARM CREDIT SERVICES of Mandan – Mandan Branch
Risk and Wealth Strategies Luncheon: A tax legal risk and wealth strategic planning series
March 28, 2023 – FCSM AgriBusiness Center, 11 a.m. to 2:00 p.m. (Lunch will be Served)
- Farm Transition
- Estate Planning
- Protecting Farm from Nursing Home
- Life Insurance
Presented by: Freedom Financial Group – Bismarck, ND Financial Planning, Retirement Solutions, Insurance, Wealth Management and Legal Planning to move you towards financial freedom, to let you dream big and live well.
Our firm does not provide legal or tax advice. Some services provided through attorneys and CPAs may incur professional service charges that are billed separately from any fees collected from Freedom Financial Group. Be sure to consult with your own legal, tax and health advisors before taking any action that may have tax implications. Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/ SIPC. Investment advisory services offered through BFC Planning, Inc. Farm Credit Services of Mandan, Freedom Financial Group, BFCFS and BFC Planning, Inc are independent entities and additional fees may apply for their services.
Please RSVP by March 22nd to the Mandan Branch: 701-663-6487