Important Webinar For Baby Boomers
Preserve What Matters Most to You
Strategies for Legacy Planning, Preservation & Retirement Income
Do you know how to potentially reduce tax-exposure and create a plan to leave a legacy for your heirs?
Join us for an enlightening presentation that may help you better understand legacy planning strategies available to you. You’ll also learn about common oversights that can dramatically impact your retirement income.
Do you have a plan to help preserve your assets? Join us for a special, live webinar where we will discuss the following important topics:
- The advantages and disadvantages of legacy planning.
- Reducing tax exposure in retirement.
- How to set up a legacy plan to pass on to your loved ones.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- How wills and trusts factor into your legacy planning.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
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WEBINAR DATES & TIMES
– Wednesday, November 9 at 3:00 p.m. EDT
– Wednesday, November 9 at 6:00 p.m. EDT
– Thursday, November 10 at 6:00 p.m. EDT
REGISTRATION CLOSES IN:
Why attend?
This webinar combines two empowering elements:
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a plan for retirement income that can help you decide the best time to take Social Security benefits.
FEATURED PRESENTER:
Mark Fricks, RFC®, ChFEBC, National Social Security Advisor Certificate Holder
Co-Founder & Investment Advisor Representative
As an author, speaker and radio host, Mark finds himself on a constant quest to ensure his clients understand how their money is working for them and how planning can help them reach their retirement goals. His clients are at the center of the planning process and Mark and his team strive to serve them with integrity and unparalleled service.
Ethical in his practices and honest in his relationships, Mark focuses on continuously educating himself and his staff on financial-related issues including federal benefits packages.
Mark also has a deep understanding of federal benefits and is able to offer guidance to help federal employees with their retirement decisions. Mark is happy to perform a no-cost analysis that provides an accurate snapshot of their current and future benefits. He is knowledgeable and can answer their pre- and post-retirement questions, always explaining the various options available that could improve their income.
Mark has 3 adult children, 4 grandsons and 2 granddaughters. He is an ordained elder and is involved in international mission work.
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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.