Optimize Your Wealth Through Income & Gifting Strategies

A Free 40-Minute Workshop with Melissa Hampton, CFP®

Are you confident in your financial strategy? Do you have a plan in place to preserve and grow your wealth while minimizing taxes and supporting your loved ones? Join us for a free 40-minute workshop where you'll learn powerful insights into income strategies, tax-efficient gifting, and estate planning essentials.

Secure Your Seat Today!

Due to limited availability, registration is required in advance. Don’t miss this opportunity to gain professional insights and take control of your financial future.

📅 Date: April 23rd ⏰ Time: 12:00-12:40 MDT 💲 Cost: FREE –but information is invaluable!

📍 Location: Zoom (link sent via email after registration)

Save My Seat!

Why Attend?

✔️ Sound Strategies: Discover the Three-Bucket Approach to managing your wealth effectively—striving to ensure stability, growth, and flexibility in your financial future.

✔️ Estate Planning Essentials: Learn how to safeguard your legacy, avoid probate, and protect your loved ones.

✔️ Tax-Smart Giving: Understand how to gift strategically to family and charities while maximizing tax benefits.

✔️ Actionable Insights: Walk away with practical steps you can implement immediately to strengthen your financial future.

Who Should Attend?

This workshop is perfect for individuals who:

✔️ Have built substantial wealth and want help ensuring it’s preserved and optimized

✔️ Want clarity on estate planning and legacy strategies

✔️ Are looking for smarter ways to manage their investments and withdrawals

✔️ Need guidance on tax-efficient giving strategies

✔️ Seek a specialized professional to help navigate the complexities of wealth management

Meet Your Host: Melissa Hampton, CFP®

With years of experience as a financial advisor, accountant, and educator, Melissa Hampton is dedicated to helping individuals take control of their wealth. As the founder of an independent wealth management firm, she brings a strategic and personalized approach to financial planning. Her own life experiences have shaped her passion for estate planning and wealth preservation—helping to ensure that your wealth works for you and your family.

What others have to say...

Eric J.

Sarah P.

* " As we worked with her mapping out our financial future, her passion for helping us and the excitement she exhibited for how everything could work together to best fit our values and goals was fun and rewarding to watch. I have no doubt that she understands who we are, what our values and goals are."

Sarah P.

** "As a business owner, my goals include tax savings, planning my own retirement and supporting my aging parents. Melissa understands and celebrates my goals and accomplishments. She helped me establish a plan and is committed to assisting in future wealth management."

Attend the Workshop

Marco M.

Sarah P.

Marco M.

** "Meeting with Melissa is like meeting with a family member. Her genuine care for our future is evident, making it clear she's in the business for the right reasons. She makes financial planning understandable, attainable, and exciting!"

* This statement is a testimonial by a client of the financial professional as of 03/19/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

** This statement is a testimonial by a client of the financial professional as of 07/29/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Asset allocation does not ensure a profit or protect against a loss. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results.

Securities and advisory services offered through LPL Financial, a registered

investment advisor, Member FINRA/SIPC

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL CRS

More information about LPL Financial

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Contact

Optimize Your Wealth Through Income & Gifting Strategies

Secure Your Seat Today!

Why Attend?

Who Should Attend?

Meet Your Host: Melissa Hampton, CFP®

What others have to say...

Eric J.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Marco M.

Sarah P.

Marco M.

Register

APRIL 23RD, 12:00-12:40 MDT via Zoom (check the box below to receive your FREE Estate Planning Checklist)

Optimize Your Wealth Through Income & Gifting Strategies

Secure Your Seat Today!

Why Attend?

Who Should Attend?

Meet Your Host: Melissa Hampton, CFP®

What others have to say...

Eric J.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Sarah P.

Marco M.

Sarah P.

Marco M.

Register

APRIL 23RD, 12:00-12:40 MDT via Zoom (check the box below to receive your FREE Estate Planning Checklist)

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