Broker Check
22 July
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...

πŸ‘‰ How stock market history may help understand market gains and potentially help avoid financial disasters.

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

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

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

πŸ‘‰ Learn how epidemics have affected the market performance in the past.

Date and Time

Thu, Jul 22, 2021

6:30p - 7:30p EST



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