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IMPORTANT MESSAGE FOR PRE-RETIREES OR RETIREES IN THE ASHBURN AREA: Due to recent updates with the Secure Act, rules have changed how people can help preserve their assets from taxes. Come join us Tuesday, November 18th, for the educational online workshop. Why should you attend? 1: Learn why a traditional Will may not help preserve your assets like you think it might. 2: Understand important considerations of your Trust in relation to your financial strategy (it's not just the “super wealthy”).
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