Why Lies Ahead?

DISRUPTIONS AND OPPORTUNITIES

Stop being afraid of what lies ahead and plan for a better, more secure financial future!

Make this the year of getting your financial future back on track and finding solutions to increased market volatility and taxation. Make 2021 the year of taking command of your family’s financial future.

During this 1-hour event you will learn:

• What is going on with GameStop, Tesla, AMC, and Robinhood
• Is the stock market on the verge of collapse
• Post-pandemic taxation
• The devastating effects of the SECURE Act on your family and legacy planning
• What’s the optimal way to distribute money under the SECURE Act
• To Roth or not to Roth—the biggest tax question of the past two decades
• Building a bridge of security from Main Street to Wall Street
• Getting your risk tolerance aligned with today’s realities

All attendees will receive the Financial Handbook and the No-Compromise Retirement Plan FREE OF CHARGE!