Estate Planning Made Clear and Simple

Understand the strategy behind modern estate planning

How Responsible Families Eliminate Estate Confusion, Reduce Taxes, and Protect Heirs — Without Guesswork

Live Online March 21st
At 4 PM EST

Estate Planning Made Clear and Simple

Understand the strategy behind modern estate planning

Discover how small decisions today can create meaningful long-term results tomorrow.

Live Online March 21st
At 4 PM EST

You’ve worked decades to build your wealth responsibly.

Now it’s time to make sure it transfers just as responsibly — without confusion, conflict, or unnecessary taxes.

Save your seat now.
Your future self will thank you.

7 in 10 Americans Have No Estate Plan

Most families assume things will “work themselves out” — until confusion, delays, and stress prove otherwise.

7 in 10 Americans Have No Estate Plan

Most families assume things will “work themselves out” — until confusion, delays, and stress prove otherwise.

What You’ll Learn in This Session:

  • What estate planning actually includes — beyond just a will

  • Why most plans fail when families need them most

  • How beneficiaries, trusts, and account ownership really work together

  • The difference between “having documents” and having a coordinated plan

  • How to move forward confidently, at your own pace

Don’t miss this free info session — it will save you time and frustration.

Date: Saturday, March 21st

Time: 4:00 PM EST

Duration: Under 1 Hour

Avoid These Costly Estate Planning Mistakes

Before you assume everything is “probably fine,” make sure you’re not making one of these common — and expensive — errors.

  • Doing nothing and hoping it works out
    Procrastination is the most common mistake. Without a clear plan, state laws — not you — decide how assets are handled.

  • Paying for documents without a coordinated strategy
    Many families spend thousands on legal paperwork that doesn’t align with their accounts, beneficiaries, or tax situation.

  • Relying on outdated or incomplete documents
    Old wills, forgotten beneficiaries, and unreviewed trusts can override your intentions and create confusion.

  • Letting the government create your “default plan”
    Without proper planning, your estate may go through probate — causing delays, added costs, and unnecessary stress for your family.

But in this training, you’ll see a different approach —
one built around proactive planning, smart timing, and strategies that give you more control over outcomes.

You don’t need to be an expert.
You just need the right roadmap.

About Us

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David McMahon - Estate Planning Specialist

Chuck McGlinn, MBA is President and CEO of McGlinn Financial Services, specializing in comprehensive estate and legacy planning for individuals, families, and business owners. With more than 25 years in financial services, Chuck helps clients create coordinated estate strategies that protect assets, reduce tax exposure, and ensure wealth transfers according to their wishes.

Working alongside a team with over 100 years of combined experience, he integrates estate planning with investment management and retirement income planning, while coordinating closely with attorneys and CPAs to ensure every piece works together.

Chuck earned his MBA from Keiser University and his BS from Saint Joseph’s University. He lives in Cherry Hill with his wife, Karen, and their four daughters, and is active in the tri-state community as a volunteer and coach.

Inside This Free Training, You’ll Discover:

• Full estate document and beneficiary review


• Scenario modeling for different life outcomes


Tax-aware wealth transfer strategies


•Plain-language explanations at every step

We're excited to have you join us for this transformative journey!
See you then, on our virtual event!

We're excited to have you join us for this transformative journey!
See you then, our virtual event!

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