Asset Preservation Group, LLC

Asset Preservation Group, LLC Asset Preservation Group is experienced in a variety of products and services specific to your needs. LLC (AEWM), a Registered Investment Advisor.

Insurance products are offered through the insurance business Asset Preservation Group, LLC. Asset Preservation Group, LLC is also an Investment Advisory practice that offers products and services through AE Wealth Management. AEWM does not offer insurance products. The insurance products offered by Asset Preservation Group, LLC. are not subject to Investment Advisor requirements. 2027290- 10-23

08/14/2026
Join our seminar to learn how to create a legacy that protects your family, assets, and future.πŸ“… Date: Tuesday, August 1...
08/05/2026

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

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

In this session, we’ll cover:
βœ… Incapacity planning and power of attorney
βœ… Guardianship for children
βœ… Avoiding the risks of dying intestate
βœ… Planning for blended families
βœ… Trusts for special needs children
βœ… 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.

Will your family inherit the legacy you intended or unnecessary taxes, probate, and delays?Many Americans have no estate...
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 And even for those who do, outdated documents, overlooked beneficiary designations, and unchecked IRA balances could have a significant impact on what ultimately reaches the people they love.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:

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βœ“ Why outdated wills, trusts, and beneficiary designations deserve a second look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

πŸ“ Spencer County Public Library
πŸ“… Tuesday, July 21st
πŸ•• 6:00 PM

Register here ➑️ 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.

07/01/2026

The years around retirement are when alignment matters.

06/24/2026

Expense ratios have dropped a lot since 2005.

Will your estate become a blessing... or a burden for your loved ones?Many pre-retirees and retirees are surprised to le...
06/22/2026

Will your estate become a blessing... or a burden for your loved ones?

Many pre-retirees and retirees are surprised to learn that outdated estate plans, incorrect beneficiary designations, and unnecessary taxes can create significant challenges for the people they love most.

Join us for this FREE educational workshop and discover how to help protect your family, your retirement, and your legacy.

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

You'll learn:
βœ… Why a will alone may not keep your family out of probate
βœ… How taxes can reduce what you leave behind
βœ… Strategies to help protect your loved ones and preserve your legacy

πŸ“ Jeffersontown Branch Library
10635 Watterson Trail Louisville, KY

πŸ“… Tuesday, June 30th
πŸ•• 6:00 PM

Admission is FREE, but seating is limited and advance registration is preferred.

https://events.apgky.com/estate-planning-jeffersontown-branch-library/ -jump-194bc0b6672

This event is not sponsored or endorsed by the Jeffersontown Public Library.

06/21/2026

Wishing All the Great Dad's Out There a Very Happy Father's Day πŸ‡ΊπŸ‡²

Address

10529 Timberwood Circle Ste. A
Louisville, KY
40223

Opening Hours

Monday 9:30am - 4:30pm
Tuesday 9:30am - 4:30pm
Wednesday 9:30am - 4:30pm
Thursday 9:30am - 4:30pm
Friday 9:30am - 2pm

Telephone

+15026537981

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