Broker Check
Jennifer Larsen and Jessica Walker
Jennifer Larsen and Jessica Walker
Wohlstand Wealth Strategies
https://www.wohlstandws.com 8303127179
12 Nov
Understanding Inherited Assets

Description

Receiving an inheritance can bring more questions than answers. What happens when you inherit an IRA? Are there deadlines you need to know about? How could taxes affect your decisions? And are the rules different for investments or real estate?

Join Jennifer Larsen and Jessica Walker for an educational conversation designed to help make inherited assets easier to understand. We’ll explore inherited IRAs, brokerage accounts, real estate, distribution options, tax considerations, common mistakes, and planning strategies to help you better understand your options. 

November 12th, 2026 | 12:00–1:00 PM | Zoom (Link Provided Upon RSVP) 

Date and Time

Thu, November 12, 2026

12:00p - 1:00p CST

Location

Zoom: https://zoom.us/j/2431938700?pwd=lZezorbWDLWuapk4CtJsg2LJavFubK.1

Note

The zoom link is provided upon registration.

PT1H
Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Advisor, Member FINRA/SIPC. 800-873-7637,www.htk.com. Wohlstand Wealth Strategies is unaffiliated with Hornor, Townsend & Kent, LLC. HTK does not provide legal or tax advice. Please consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your estate planning needs. APPROVAL CODE - 9184172DH_OCT28

Event Registration

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