Broker Check
13 May
Common Mistakes Retirees Make Webinar


In a world where suddenly there is so much more uncertainty, instability and risk, how we think about calculating retirement may change. 

In these uncertain times certain strategies become essential...

👉 How stock market history may help understand market gains and potentially help avoid financial disasters.

👉 How the SECURE ACT changed retirement, tax and estate planning laws and how to plan in 2021.

👉 How to help avoid the most common beneficiary inconsistency that exists between WILL and FINANCIAL ACCOUNTS such as an IRA, 401k or 403b!

👉 Strategies that may PROTECT hard-earned dollars from creditors, nursing homes and lawyers.

👉 Learn how epidemics have affected the market performance in the past.

Date and Time

Thu, May 13, 2021

6:30p - 7:30p EST



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