Without a plan, the answer may be NO!

Learn ways couples 50+ could potentially become exempt from federal estate taxes.

Have you worked with an attorney on a trust? Is your financial strategy in line too?

Learn how to plan so that your family can maintain control of your assets.

Understand how a will is different than a trust.

Learn ways to help avoid losing your home and life savings should you need to go to a nursing home.

Discover how you can consider your beneficiaries when structuring your financial strategy.

Learn ways to help preserve your assets from the high cost of Long Term Care.

Get insight on the newest trends in Long Term Care (and ways to pay for it without going broke!)

Are your hard-earned assets preserved?

This presentation is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.

“When you attend this Estate Planning & LTC workshop, you will discover ways you can help prevent costly mistakes to you AND your family!”

800-303-9255  •  lynne@wallstfinancialgroup.com  • 1 Wall St., Carlinville, IL 62626

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Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.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.

Our firm is not permitted to offer and no statement contained herein shall constitute tax or legal advice. The tax or legal information contained herein is for informational purposes only and should not be construed as advice designed to meet the particular needs of an individual's situation. Be sure to consult with a qualified tax advisor for tax advice or a qualified attorney for legal advice.

This event is not sponsored or endorsed by, nor affiliated with the location/venue. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Wall Street Financial Group, Inc. is an SEC registered investment adviser. John Zeidler, Carl Zeidler and Brenden Brown offer investment advice through Wall Street Financial Group, Inc.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Wall Street Financial Group is stated or implied.

AVOID 7 ESTATE PLANNING MISTAKES 
THAT COULD POTENTIALLY COST YOU THOUSANDS

Attend this COMPLIMENTARY event and...

Learn ways to help preserve your nest egg from nursing home & LTC costs.

Understand strategies to help cover unexpected long-term care expenses without a traditional LTC insurance policy.

Find out how the SECURE Act & SECURE Act 2.0 completely changed the world of estate planning for those 50+.

Learn how the biggest retirement changes in over a decade will affect Americans, and determine if your current plan needs a review.

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John Zeidler
CFP^®, CPA, MSA

John began his career in financial services with his father, Carl, the founder of Wall Street Financial Group, Inc. A passion for helping individuals achieve their financial freedom runs deep in the Zeidler family. John’s great-grandfather James R. Shanks was the first to join the industry after he served as a Chaplain in the Army during WWI. Today, John is the third generation in his family to work in the financial services industry, and the second to carry on the family business started by Carl in 1988.

John is a CERTIFIED FINANCIAL PLANNER^® professional, a Certified Public Accountant (CPA), and a Certified Exit Planning Advisor (CEPA). He is involved in numerous organizations, including: The National Association of Insurance and Financial Advisors (NAIFA), The American Institute of Certified Public Accountants (AICPA), The Estate Planning Council of St Louis, and The Financial Planning Association (FPA). John holds a master’s degree in accounting from SIUE and has served as an adjunct professor of finance for Blackburn College in Carlinville, IL.

Today, Wall Street Financial Group, Inc. has offices in Edwardsville, Marion, and Carlinville, IL. John puts an emphasis on working closely with his client’s tax preparer and estate planning attorney to implement tax efficient investment and estate planning strategies.

Tim Daniels
Estate Attorney

Full service estate planning attorney with experience in real estate, business, employment, bankruptcy, and municipal law. My last 10 years has been primarily focused on wills, trusts, probate, guardianship, elder law, and asset protection.
 
In my estate planning practice, I train executors, trustees and guardians in their roles and focus on a smooth transition for all parties concerned. My emphasis is on asset protection and with my team of professionals, I know that we are one of the best in this area.
 
I am a US Navy veteran of 10 years. I was in the Persian Gulf for two tours, and served in the Libya and Grenada conflicts. After leaving ship life, I taught for 4 years at Mare Island, CA. I worked as an industrial technologist in Oakland, California for three years before returning to S. Illinois to be with my elderly parents. At this point, I helped Midwest Internet start up operations and then went to SIU Law School where I graduated in 1999. For the next two years I taught SIH doctors, nurses and staff on the use of computers in their practices before branching out in a local law firm partnership in Carbondale. In 2003, I established the Daniels Law Offices, which is now solely based in the Marion Square district.