Asset Preservation Group, LLC

10/13/2026

Changing Policies, Changing Taxes: What Retirees Should Know

Tax laws, retirement income, and financial planning decisions are closely connected. Understanding how they work together can make a meaningful difference in retirement.

Join Terry Higdon, President of Asset Preservation Group and author of Retirement Made S.I.M.P.L.E.™, and Becky Swansburg, a nationally recognized speaker and author of "The Road Less Taxed" , for a FREE educational webinar.

They will discuss:

✅ The changing tax landscape and what retirees should understand.

✅ How taxes can affect retirement income, Social Security, and retirement accounts.

✅ Important planning considerations for the years ahead.

Make informed decisions about your retirement.

🎥 Watch the FREE Webinar! If you cannot make the times available, still register and receive the replay the following day. There are 4 dates in total available.

👉 Register here: https://events.apgky.com/taxes-in-retirement-webinar/

10/09/2026

🏡 Protect Your Legacy. Plan for Your Future.

Have you taken the right steps to protect your assets and your loved ones? Estate planning is about more than just having a will. It is about making sure your wishes are known and your family is protected.

Join us for a FREE Estate Planning Seminar at Shelby County Public Library! Learn more about planning ahead and the steps you can take to help protect what matters most.

October 20th @6 PM
📍 Location: Shelby County Public
731 College St, Shelbyville, KY 40065
🎟️ Space is limited, and an RSVP is required!

Don't wait until it's too late to plan for tomorrow. Reserve your spot today! 👇

🔗 https://events.apgky.com/estate-planning-shelby-county-public-library/

09/14/2026

Will your family inherit the legacy you intended or unnecessary taxes, probate, and delays?

Many Americans have no estate plan at all. And even for those who do, outdated documents, overlooked beneficiary designations, and unchecked IRA balances could have a significant impact on what ultimately reaches the people they love.

Join us for a **FREE educational seminar**:
Don’t Let Taxes & Probate Decide Your Legacy in 2026: Common Mistakes That Can Create Problems for You and Your Loved Ones.

Discover common planning mistakes that could affect you and your loved ones, including:
✓ Why having a will may not keep your estate out of probate
✓ How large IRA balances can create a future tax burden for you and your heirs
✓ Why outdated wills, trusts, and beneficiary designations deserve a second look
✓ How changing tax laws could impact the legacy you intend to leave behind
✓ Why coordinating your estate and tax strategies can make a meaningful difference

📍 Spencer County Public Library
📅 Tuesday, September 22nd
🕕 6:00 PM
Register here ➡️ https://events.apgky.com/estate-planning-spencer-county-public-library/

This complimentary seminar is designed to help you identify potential gaps in your current plan and better understand the steps you can take today.
**Seating is limited and advance registration is required.*

09/13/2026

Happy Grandparents Day to all who celebrate! Hope you have a great and safe day.

08/14/2026

08/05/2026

Join our seminar to learn how to create a legacy that protects your family, assets, and future.

📅 Date: Tuesday, August 11
⏰ Time: 6:00 PM
📍 Location: UofL Shelby Campus
450 N Whittington Pkwy., 40222 Room 136B

In this session, we’ll cover:
✅ Incapacity planning and power of attorney
✅ Guardianship for children
✅ Avoiding the risks of dying intestate
✅ Planning for blended families
✅ Trusts for special needs children
✅ How to secure your business and assets

Limited spots are available. Click the button below to sign up now.
https://events.apgky.com/estate-planning-university-of-louisville/

07/15/2026

Your portfolio is more than a performance number.

07/09/2026

Will your family inherit the legacy you intended or unnecessary taxes, probate, and delays?

Many Americans have no estate plan at all. And even for those who do, outdated documents, overlooked beneficiary designations, and unchecked IRA balances could have a significant impact on what ultimately reaches the people they love.

Join us for a **FREE educational seminar**:

Don’t Let Taxes & Probate Decide Your Legacy in 2026: Common Mistakes That Can Create Problems for You and Your Loved Ones

Discover common planning mistakes that could affect you and your loved ones, including:

✓ Why having a will may not keep your estate out of probate
✓ How large IRA balances can create a future tax burden for you and your heirs
✓ Why outdated wills, trusts, and beneficiary designations deserve a second look
✓ How changing tax laws could impact the legacy you intend to leave behind
✓ Why coordinating your estate and tax strategies can make a meaningful difference

📍 Spencer County Public Library
📅 Tuesday, July 21st
🕕 6:00 PM

Register here ➡️ https://events.apgky.com/estate-planning-spencer-county-public-library/

This complimentary seminar is designed to help you identify potential gaps in your current plan and better understand the steps you can take today.

**Seating is limited and advance registration is required.**

07/08/2026

This checklist shows you the difference.