3 Secrets for Safe Money and a Fabulous Future

OVERVIEW

The Great Recession has made a huge reduction in the nation’s ability and confidence to save for retirement. Pension Plans, 401(k)s, and IRAs have lost hundreds of millions of dollars. Many wonder: Will my money be there when I need it? Will I outlive my money? Should my spouse or I become sick or disabled will I be able to cover the bills? In just 60 minutes you will learn what steps you can take to prevent these challenges from ruining your financial life and retirement.

WHY SHOULD YOU ATTEND

If you want to learn how to: earn more interest on your money with depression-proof safety; move your 401k or IRA without cost so you can afford to retire; lower or eliminate taxes on Social Security and interest income, then you need to attend this webinar.

AREAS COVERED

• LEGACY TO HEIRS: Effective resources to insure your beneficiaries will receive exactly what you intend.
• TAX DIVERSIFICATION STRATEGIES: Learn how diversifying tax registration can allow you to “win” the game with the IRS.
• CATASTROPHIC ILLNESS: Critical methods to protect your assets should you need Medicaid assistance for Nursing Home Care.
• RISK REDUCTION: Learn to properly & effectively transition away from significant market exposure over to more suitable instruments. Learn how volatility trumps returns.
• PENSION CREATION: Creating supplemental income (you cannot outlive) for inflationary times, unexpected medical expenses, or simply an enhanced lifestyle.

LEARNING OBJECTIVES

You will discover how to avoid...

• Enormous tax burdens for your beneficiaries
• Loss of the “stretch” capability
• Probate
• Unintentional but required distributions
• Immediate taxable distributions
• Unintended beneficiaries
• Overlooked tax deductions

WHO WILL BENEFIT

• Corporate treasury professionals
• Operations managers
• Legal Departments
• Relationship Managers
• Business Bankers
• Commercial Lenders
• Business Development Officers
• Private Banking Lenders
• Wealth Management Officers
• Training Managers
• Risk management
• HR management
• All business professional
• Accounts departments
• Financial Advisor

Email: [email protected]

Toll Free: +1-888-300-8494

Tel: +1-720-996-1616

Fax: +1-888-909-1882

Others Details

Learn good ways to save money so that changes in life like retirement, unexpected medical expenses & others don’t affect your life adversely.