Smart Retirement Planning: Wills, Trusts, and Social Security Strategies

 

Are you one of the 69% of Americans who don’t even have a Will? You may be putting your family at risk! Even if you have a Will, did you know it’s not enough to ensure your loved ones are cared for?  

Join Attorney Morgen Bowers and Financial Professional Kara Koenig for a Free Workshop!

Take the first step toward securing your future—reserve your spot now! 

What You’ll Learn:

  • 💰Maximize your retirement income, Social Security and tax savings. 

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    Protect your family from legal battles over your assets. 

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    🚨 Keep your family financially safe and build generational wealth that protects them for years to come. 

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    📃 Ensure your YOUR wishes are respected if you become incapacitated and when you die. 

Morgen M. Bowers:

Morgen M. Bowers, Attorney

Morgen M. Bowers is an attorney specializing in estate planning and business law. With a focus on family well-being, she helps clients navigate financial and legal complexities to create personalized plans. Morgen’s expertise spans family protection, wealth preservation, and business structuring. Recognized as a “Personal Family Lawyer®,” she prioritizes values-based estate planning. Leading Four Corners Legacy Law, Morgen combines academic excellence with practical experience to serve her clients’ needs. Beyond her legal work, she enjoys speaking engagements and hobbies like horseback riding and traveling.

Kara Koenig:

Kara Koenig, Financial Professional

Kara Koenig is a Financial Professional with Thoroughbred Advisors who specializes in crafting individualized financial strategies for each and every one of her clients. She believes firmly that the habits you create, tools you implement, and strategy that informs the creation of each will be the primary variables that impact your level of financial security and prosperity. 

 

“Wonderful program, very valuable and has given me a basis to begin planning on what to do with my assets and how to achieve it. It was small, personal and very informative – much less intimidating than walking into a Lawyer’s office to do a Will.”

Paula W.

“Wow! I just attended Morgen’s presentation on Estate Planning for Horse Owners it was such an impressive presentation! She was very professional and very approachable clear, smart, concise, and entertaining! So lucky to be able to attend this presentation. I highly recommend her presentations to anyone who is looking for help with these issues!”

Susan H.

“We were concerned that doing our estate planning and setting up a trust would be a big drawn out ordeal, but Four Corners Legacy made it a very efficient, accurate and pleasurable experience. We are very happy to work with Morgan and her team and have our affairs in order.”

Erin R.

Ready to Take Action?

Take a decisive step toward securing your family’s future. Join us and empower yourself with knowledge on how to keep your loved ones and assets safe, even if one day you’re no longer around.

Secure your seat now! Limited spots available.