Attend this event and learn:
- The advantages and disadvantages of Wills and Living Trusts.
- Strategies to help you remove taxes from retirement and permanently remove the Internal Revenue Service as a beneficiary of your estate.
- 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 actions you need to take in the coming weeks to prepare for 2026 and beyond.
- How the “Big Beautiful Bill” may impact your Social Security, taxes, and healthcare.
- How much risk do you want in your Retirement Portfolio? How much risk do you actually have?