What You'll Learn
- Tax Alert – The potential impact of the Tax Cuts and Jobs Act expiring in a few years, are you taking advantage of the current environment?
- State of the Economy – Is your portfolio positioned properly for a potentially large market downturn?
- Wills, Trusts, and Probate – Are your legal documents in order? … the facts and changes that may drastically affect your family and life savings
- Sound Financial Strategies – How to manage money in a way that works toward protecting your future
- Legacy Estate Planning – Help avoid making critical mistakes with your assets that may cost you and your family thousands of dollars
- Transferring Your Money – Strategies that seek to reduce taxes, help avoid issues for your beneficiaries, and help pass things to your family quickly and privately
- Seeking Higher Retirement Income – Alternative investments with tax-advantaged and tax-efficient distributions that aim to preserve your ideal lifestyle in retirement
- Tax-efficient Money For Life – Ways To create your own income plan, in an effort to make your money work hard for you
- Caution: Estate Plans and documents, if not updated, may NOT actually protect your assets and may NOT work as you intended
