What You'll Learn
- TAX ALERT – The impact of the Biden tax plan on your income for retirement
- STATE OF THE ECONOMY – Are your assets at risk? Are you really prepared for a market correction?
- WILLS, TRUSTS, AND PROBATE – Are your legal documents in order? … the facts and changes that may drastically affect your family and life savings
- FINANCIAL SECRETS OF THE WEALTHY – How they manage their money and protect their family from taxes, lawsuits, creditors, divorce and re-marriage
- ESTATE PLANNING – Avoid making critical mistakes with your assets that will cost you and your family thousands of dollars
- TRANSFERRING YOUR MONEY – Strategies to reduce or eliminate taxes, avoid issues for your beneficiaries, and pass things to your family quickly and privately
- HIGHER RETIREMENT INCOME – Alternative investments with tax-free and tax-efficient distributions that help you preserve your ideal lifestyle in retirement
- TAX FREE MONEY FOR LIFE – How to create your own pension plan, making your money work hard for YOU
- CAUTION: Most Estate Plans and documents, if not updated, may NOT actually protect your assets and may NOT work as you intended
