Please Check Below for Our Upcoming Events & Webinars

Ethos Capitals Advisors hosts series of events through in-person seminars and online webinars. These events and webinars are offered complimentary to the community. Learn more about retirement planning and options by joining us at one of our events or webinars. Call today or fill out the form below to get started.

Please Check Below for Our Upcoming Events & Webinars

Ethos Capitals Advisors hosts series of events through in-person seminars and online webinars. These events and webinars are offered complimentary to the community. Learn more about retirement planning and options by joining us at one of our events or webinars. Call today or fill out the form below to get started.

  • In-Person Events
  • On-Demand Webinars

In-Person Events.

When: Monday, July 12th: 6:00pm-7:00pm

Where: Homewood Suites by Hilton Newtown – Langhorne, PA
110 Pheasant Run, Newtown, PA 18940

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. Without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend. Our educational workshop will review the topics outlined below that may help you assess your current situation and develop a strategy that may help preserve your assets.

  • How to control who gets what, when and how
  • How to avoid probate
  • How to calculate the value of your estate
  • Intestacy and how it affects estate distribution
  • The difference between a revocable or irrevocable trust
  • Strategies that could help reduce taxes
  • Step-up in basis rules on inherited assets versus carryover basis rules on gifts
  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

When: Tuesday, July 13th: 10am-11am

Where: Homewood Suites by Hilton Newtown – Langhorne, PA
110 Pheasant Run, Newtown, PA 18940

Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. Without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend. Our educational workshop will review the topics outlined below that may help you assess your current situation and develop a strategy that may help preserve your assets.

  • How to control who gets what, when and how
  • How to avoid probate
  • How to calculate the value of your estate
  • Intestacy and how it affects estate distribution
  • The difference between a revocable or irrevocable trust
  • Strategies that could help reduce taxes
  • Step-up in basis rules on inherited assets versus carryover basis rules on gifts
  • How to NOT disinherit your children and grandchildren because of divorce or other triggering events

On-Demand Webinars

Please check back soon!

Fill out below to RSVP!