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WELCOME TO 48th TRAINING ANNUAL CONFERENCE & EXIBITION

Get Started with Wilson Wealth Financial Planning

Wilson Management Group can help you with your estate planning and 401K

With years of experience in the financial industry, our team of expert financial advisors in Charlotte NC are here to provide you with the knowledge, insights, and expertise you need to make informed financial decisions.

GET PEACE OF MIND WITH AN ESTATE PLAN IN PLACE

From ensuring your healthcare and that end of life wishes are respected to establishing how loved ones are cared for and directing where your things go after you die, having a comprehensive estate plan in place is essential for any adult 18 or older. An estate plan helps you care for...

YOUR FAMILY
YOUR HEALTH
YOUR PETS
YOUR POSSESSIONS
YOUR FINANCES
YOUR LEGACY

WHO NEEDS
ESTATE PLANNING?

It's a common misconception that estate planning is something to do in the future, or that it's only for high-wealth individuals. That is not the case. Now is the time to start putting an estate plan in place.

72%

of Americans do not

have up-to-date will

35%

of Americans experienced family conflict as a result of not having an estate plan

52%

of Americans believe passing away without an estate plan would be irresponsible

INTRODUCING WEALTH

Wilson Wealth provides unlimited access to Wealth digital estate planning, so that you never have to worry about getting a bill when you need to update your estate plan.

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Get Started Stress Free

with Intuitive Onboarding

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Validate Your Documents

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Keep Your Plan Current with 

Smart Recommendations

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DON'T LEAVE ANYTHING TO CHANCE

Get started today with estate planning.
Estate Planning Pre-Meeting Worksheet
Estate Planning Checklist from Wealth.com

IS YOUR RETIREMENT
ON TRACK?

Pontera helps your advisor manage your retirement accounts as part of your personal financial plan.

Make the most out of your entire portfolio

With Pontera, your advisor can provide comprehensive, personalized asset allocation and tax strategies across your full financial picture

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Proactive Management

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Tax Efficiency

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Better Strategy

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Commitment to Client Protection

SHOULD YOUR ADVISOR MANAGE YOUR 401(K)?

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Personalized planning,
not one-size-fits-all

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Balance with all
of your assets

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Professional review of
performance & fees

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Comprehensive retirement
income planning

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Cohesive financial strategy,
pre-and post-retirement

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Minimized taxes
with asset location

Image by Patrick Tomasso

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