Virtual

Protecting Your Assets, Estate & Legacy

WEBINAR: How to Help Ensure Your Wealth Benefits the People You Care About Most

An educational webinar with practical strategies to help protect your assets, prepare your estate, and create a lasting legacy for future generations.

Overview

You have worked hard to build your wealth. But have you taken the steps necessary to protect it?

Many families assume their assets will automatically transfer according to their wishes, only to discover too late that outdated beneficiary designations, missing legal documents, probate delays, or inadequate protection strategies can create unnecessary stress and expense for loved ones. Estate planning is about more than passing on money. It is about protecting your family, preserving your legacy, and ensuring your wishes are carried out.

Join Strategic Wealth Design for an educational webinar where we’ll discuss practical strategies to help protect your assets, prepare your estate, and create a lasting legacy for future generations. Whether you’re approaching retirement, already retired, a business owner, or a working professional, understanding these planning fundamentals can help you make more informed financial decisions.

October 1st @ 4:00PM

What You’ll Learn + Who This Is For

In this webinar, we’ll cover:

The Foundations of Asset Protection

Common risks that can threaten personal and family wealth
The role of insurance and liability protection
Asset ownership and titling considerations
Strategies that may help safeguard wealth from unexpected events or claims

Estate Planning Essentials

The difference between wills and trusts
Why estate planning matters even if you are not subject to estate taxes
How probate works and ways families may be able to reduce complications
Key documents every family should review and maintain

Beneficiary & Legacy Planning

The importance of keeping beneficiary designations current
Common mistakes that can unintentionally alter your wishes
Planning for spouses, children, grandchildren, and future generations
Creating a financial and personal legacy that reflects your values

Building Your Estate Planning Team

The professionals who may play a role in your planning
Questions to consider before updating your estate plan
Why regular reviews are essential as laws, finances, and family situations evolve

This session is designed for:

Retirees and pre-retirees
Business owners
Physicians and dentists
Families with children or grandchildren
Individuals who want greater confidence that their assets and loved ones are protected
Anyone who has not reviewed their estate plan within the past few years

Webinar Details

Date: October 1, 2026

Time: 4:00PM – 5:00PM PST

Location: Virtual (link provided upon registration)

SAVE MY SPOT

Meet Your Presenters

Mahesh “MO” Odhrani, CFP^®

President

Book an Appointment with Mahesh

(702) 827-5580

Jerrod Crouch

Financial Advisor

Book an Appointment with Jerrod

(725) 291-3337

The Stategic Wealth Design institution has provided great knowledge and strategies to us on building wealth for our future. We are pleasantly satisfied and thankful with all the years we been working with Michael Beatty. Thank You.

louis goodman

We are relatively new to working with Strategic Wealth Design, however, I have been very pleased with Michael Beatty and his work helping navigate through the student loan repayment process while trying to structure our future finances correctly. I would recommend them to anyone in a similar situation to ours of trying to underpin your personal finances, set up some financial strategy while paying off student loans. Their client portal is great as well. We use that for budgeting rather than the bank due to the flexibility offered.

S M

Mahesh and Jerrod helped my family get through the most difficult time of my life. I know I was not pleasant, but their warmth and patience never waned. They consistently responded to attorneys and CPAs throughout the process. They reviewed documents, provided thorough input, and collaborated proactively with other professionals in my life without me having to remind them or continuously nudge them. My wife and I couldn't believe such a level of service was just included. They have a way of explaining things without jargon that helps me make decisions that feel right for me. I appreciate you guys and will never forget how you helped us through a tough time.

Kenneth McKay

I have been working with Mahesh for close to 3 years now. Everyone at Strategic is so knowledgeable and I love that they talk in terms I can understand. I am a small business owner who is overwhelmed at times, but they are always there getting me back on track. I would definitely recommend them!

Jami

Mahesh and Jerrod have been of the utmost help to me as financial advisors. They make concepts understandable, are patient, and wait to ensure you really understand before moving on. I recommend them to even novice investors.

Denise McKay

Strategic Wealth Design has helped our company with over 50 employees with setting up and managing our 401Ks. They have continually provided advice on investments for myself, my employees, and the business. Mahesh and Paolo are rock stars! They're always willing to go the extra mile to make sure our business is taken care of! I don't know what I would have done without them in our first year of adding 401k benefits to our company! Thank you!

lauren rice

Mahesh leads a team of top quality folks who do a top notch job - they are an absolute pleasure to work with!

Edward Kainen

very efficient. been with them for over 10 years!

Genisa Ogden

Our company has worked with Mahesh and Strategic Wealth Design for a few years now on our company sponsored retirement plan and our experiences have been very positive. Mahesh and his team have been very responsive and timely when we have questions as they work with us to find the right solutions for our organization. They provide options for the types of plans we can offer, updates on how the market is doing, and any other updates we need to be aware of. We appreciate our relationship with Strategic Wealth Design as our organization continues to grow.

Jodie Marenfeld

Very caring and competent staff. I am grateful they are taking care of my investments.

Judy Dionne

Protecting Your Assets, Estate & Legacy

WEBINAR: How to Help Ensure Your Wealth Benefits the People You Care About Most