Join us to learn:
- The advantages and disadvantages of Wills and Living Trusts.
- How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
- Longevity: Solutions if you live too long, die too soon, or become ill.
- The New Normal: A review of where things could go from here and the key indicators to look toward.
- Strategies to help you remove taxes from retirement and permanently remove the IRS as a beneficiary of your estate.
- Hidden gems in the new tax code.
- How much risk do you want in your Retirement Portfolio? How much risk do you actually have? NOW is the best time to reevaluate your retirement plans.