Wealth Protection

A PERSONAL MONEY MANAGEMENT WORKSHOP

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What You Will Learn:
No matter how disciplined we are at accumulating wealth, it can all disappear in an instant if we are not properly protected. This session will examine 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. Attendees will learn what to consider when making decisions about auto, home, liability, medical, life, disability and long-term care insurance as well as an overview of wills, trusts, and emergency savings needs.

 

 

 

 

 

 

I would highly recommend these seminars … especially to help fulfill ERISA requirements.

By WILLIAM P. DUNPHY, CHIEF FINANCIAL OFFICER AT CALIFORNIA CHAMBER OF COMMERCE

 

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TOPICS INCLUDE:

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  • PROTECTION CONCEPTS/TOOLS

  • PROTECTION BENEFITS & CONSIDERATIONS

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