Menu

Trust-Based Estate Planning:

The smarter, more secure option for your family’s future

September 26, 2025

Want to Create A Revocable Trust That Can Help You Protect Your Assets?

Schedule a Call

About This Episode

Lorem ipsum dolor sit amet, consectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Ut wisil ut aliquip ex ea comnonmodo consequat. Duis autem vel eum iriure dolor in dolore eu feugiat nulla facilisis at vero eros et accumsan.

Lorem ipsum dolor sit amet, cons ectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat. Lum dolor sit amet, cons ectetuer a volor et lirt yolut ppelit et miro lorem ipsum gorgio.

Speakers

Jennifer Varteressian

Kennedy Alleva

Business Tax Attorney

Forefront Wealth Partners

Digital marketing has exploded in my generation and is constantly changing, and yet the impact continues to climb. Finding creative ways to talk about the same subjects, solving old problems, or creating something out of nothing is invigorating to me. Ideation, creativity, and productivity play hand in hand in this field and each day that I get to use these skills is another day I am thankful for.

Ready to Get Started on Your Path to True Wealth?

Schedule a Call

Watch More Replays

Behind The Curtain

Behind The Curtain

Lorem ipsum dolor sit amet, cons ectetuer adipiscing elit, sed diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat. Lum dolor sit amet, cons ectetuer a volor et lirt yolut ppelit et miro lorem ipsum gorgio.
Watch The Replay
Trust-Based Estate Planning

Company

About
Blog
Client Login

Legal

ADV
Privacy Policy
Forefront Form CRS
Calton Form CRS
Calton Privacy Policy

7500 Rialto Blvd, Bldg 1 Suite 250,
Austin, TX, 78735
(512) 617-1984
info@forefrontwp.com

Advisory services are offered through Forefront, a DBA of Forefront Wealth Partners, LLC. Securities are offered through Calton & Associates, Inc., member FINRA and SIPC. Forefront is not owned or controlled by Calton & Associates, Inc.  Copyright © ForeFront Wealth Partners, All Rights Reserved | Designed by Apis Productions.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Forefront Wealth Partners, LLC (“FWP”) is an investment adviser registered with the U.S. Securities and Exchange Commission. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at (512) 617-1984 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from FWP with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochures, Form ADV Part 2 and Form ADV Part 3, are available for your review upon request, and on our website, https://forefrontwealthpartners.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.