GETTING IT & KEEPING IT
This discussion is designed for those closing in on their retirement years. We touch on the particular problems associated with the “Conservation Phase” of life and provide some insights into the changes necessary to succeed during this period.
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SAVING & INVESTING
This session is designed for those in the “Accumulation Phase” of life. We help develop a realistic overview of how to set and reach financial goals as well as an orientation to the various elements of building one’s financial house.
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WILLS & TRUSTS
This workshop is for anyone interested in protecting his or her assets from unnecessary loss, taxation, and erosion. We discuss the benefits of proper estate planning, the issues regarding Wills and Living Trusts as well as the Probate Process.
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WEALTH PROTECTION
This session examines how the protection elements of wealth management can be coordinated with accumulation strategies to help ensure that financial goals are met regardless of unforeseen circumstances.
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