What to do with employer-sponsored retirement accounts (403b/401k) and how to invest them to protect assets and reduce risks.
Reduce your lifetime tax liability and avoid "gotcha" taxes such as the NIIT or Medicare premium surcharge.
Have a plan to pull funds for expenses from your retirement accounts in the most tax-efficient way.
Use old annuities to help cover Long-term Care and medical expenses.
Make sure your money goes to loved ones and charities you want instead of the government when you pass.
BONUS: attendees get a Free Strategy Session after the event! Typical value of $1,500.
