Creating a Lifetime of Financial Security Series

Name: Creating a Lifetime of Financial Security Series
Start: 2024-09-17T00:00:00-05:00
End: 2024-11-16T23:59:59-05:00

September 17, 2024 - November 16, 2024

Join us for each Zoom session using the link below

Session #1: Risk Management – How do we protect income to preserve one’s lifestyle.

You will learn…

a. How do you protect your family from poverty in the event of an unforeseen financial crisis.

b. How to identify your most valuable financial asset.

c. How to become financially independent of your employer.

You are invited to a Zoom meeting.

When: Sep 17, 2024 12:00 PM Eastern Time (US and Canada)

After registering, you will receive a confirmation email containing information about joining the meeting.

Session #2: Wealth Accumulation – What strategies allow us to accumulate wealth in an ideal fashion.

You will learn…

a. What are the best assets to accumulate wealth.

b. What are the biggest enemies to wealth accumulation.

c. What accounts maximize your wealth accumulation long term.

You are invited to a Zoom meeting.

When: Oct 15, 2024 12:00 PM Eastern Time (US and Canada)

After registering, you will receive a confirmation email containing information about joining the meeting.

Session #3: Wealth Preservation – What is Estate Planning and how do you protect the ones you love.

You will learn…

a. Why having accounts with different tax treatments can positively impact your estate planning.

b. How wealth can be transferred to the next generation with stipulations that give you control.

c. Why it’s important to transfer the right assets, to the right people, at the right time and in the right way.

You are invited to a Zoom meeting.

When: Nov 12, 2024 12:00 PM Eastern Time (US and Canada)

After registering, you will receive a confirmation email containing information about joining the meeting.