Attention Pre-Retirees & Retirees: Think your IRA will be enough to live on AND pay for healthcare in retirement? You could be in for a surprise. This educational webinar can help show you what you can do about it. -> https://events.familywillandlegacyplanning.com/webinar-september-23 One of the guiding principles to help achieve retirement success is simple…*don’t run out of money*. How can you do this? Create a strategy that addresses ways to plan for the potential high cost of healthcare in r

IMPORTANT MESSAGE FOR PRE-RETIREES OR RETIREES IN THE Scottsdale AREA: A common mistake people can make with their retirement plan is assuming that a Will may be enough to settle things when they are gone, but in reality…a Will may not have as much power as people think. https://events.familywillandlegacyplanning.com/scottsdale-oct-8 During this in-person educational workshop on Wednesday, October 8th at the McDowell Mountain Ranch Park & Aquatic Center in Scottsdale we will discuss the differen

IMPORTANT MESSAGE FOR PRE-RETIREES OR RETIREES IN THE HIGHLANDS RANCH AREA: A common mistake people can make with their retirement plan is assuming that a Will may be enough to settle things when they are gone, but in reality…a Will may not have as much power as people think. -> https://events.familywillandlegacyplanning.com/highlands-ranch-september-25 During this in-person educational workshop on Thursday, September 25th at the Highlands Ranch Library we will discuss the difference between a W

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