AVOID 7 ESTATE PLANNING MISTAKES
THAT COULD COST YOU THOUSANDS
Learn retirement actions you should take during these unprecedented times.
What You’ll Learn:
Find out how the SECURE Act significantly changed the world of estate planning for those 50+.
Learn how to help protect your nest egg from nursing home & LTC costs.
Understand strategies to help cover unexpected long-term care expenses without a traditional LTC insurance policy.
Learn how the biggest retirement changes in over a decade will affect Americans, and determine if your current plan needs a review.
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About Your Host:
Jacqueline Schadeck,
CFP®, AWMA®
After witnessing her family fall victim to poor financial advice costing them everything, Jacqueline set out to be the go-to person for financial guidance. Little did she know she was going to found Golden Wealth Strategies and work with companies like PBS, BET, AARP and Starbucks to bring financial clarity to millions.
As a Certified Financial Planner® Professional, Jacqueline’s mission is to lead you to financial clarity and be your guide to and through retirement.
IMPORTANT WEBINAR:
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This event is not sponsored or endorsed by, nor affiliated with the location/venue.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
LIVE WEBINAR FOR THOSE 50+
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