FROM YOUR FRIENDS AT FINANCIAL DESIGNS LTD. VOLUME VII | Q3 2020

Intergenerational Legacy Planning Opportunities in the Wake of the COVID-19 Crisis

While statutory hurdle rates set new record lows and asset values remain off their previous highs, clients and their advisors may consider various wealth transfer planning approaches that magnify the benefits of GST tax exempt assets...

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You're Invited!

We are pleased to invite you to virtually join The 2020 ACE Scholarships Annual Luncheon and the 2020 Sports Breakfast. Please reply to this email if you are interested in either event and we will share the link and access code for the event.

2020 Annual Luncheon with Chris Gardner

The 2020 ACE Luncheon will feature a keynote address by Chris Gardner. Chris Gardner is an entrepreneur, international best-selling author, and award-winning film producer. Chris’ autobiography, The Pursuit of Happyness, became a New York Times #1 bestseller. Chris is also the inspiration for the critically acclaimed film The Pursuit of Happyness starring Will Smith. Here are the details: 2020 Annual Luncheon with Chris Gardner Wednesday, August 26, 2020 Luncheon: 12:00PM – 1:00PM To learn more about ACE Scholarships, please click here.

2020 Virtual Sports Breakfast Event

Join us for a celebration of Scouting values as we hear impact stories from Scouts and an inspirational message from 2020 Pro Football Hall of Fame Inductee Steve Atwater. The show will be a combination of traditional elements that attendees have come to look forward to over the last 44 years, as well as new on-location features at the Donald E. Scott Colorado Adventure Point, and other local landmarks.  Here are the details: 2020 Virtual Sports Breakfast Event Wednesday, August 26, 2020 Breakfast: 8:00AM – 9:00AM

COVID-19 Update

In the midst of the Covid-19 pandemic, Financial Designs Ltd. remains fully committed to our clients' insurance needs. We are here to help in any way we can, and we know that insurance coverages are critical at this time. Please don't hesitate to reach out if we can answer any questions.

To reach an FDL Advisor, please reply to this email. Common inquiries: SCHEDULE AN INSURANCE REVIEW DISCUSS NEW COVERAGE INTRODUCE A CLIENT OR FRIEND ARRANGE AN FDL SPEAKER PRESENTATION

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This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.  Confidentiality notice: This document is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized use, disclosure, or distribution is prohibited. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Financial Designs Ltd. is independently owned and operated.