LIVE ONLINE: No Charge for California Residents

PASSPORT TO RETIREMENT
TEACHING STRATEGIES FOR A 
​​​​​​​SUCCESSFUL RETIREMENT

PRESENTED BY NOTED FINANCIAL EDUCATOR Michael Snowhite, Certified Financial Fiduciary®​​​​​​​

At this class you will discover the 5 essential steps pre-retirees need to take to defend against threats to a secure and well-funnded retirement.

​​​​​​​At this presentation, you will discover how to:

  • Why taxes may be the biggest retirement risk you haven't planned for

  • ​​​​​​​Determine if you have enough money for retirement​​​​​​​

  • Use new tax law changes to your advantage

  • Select the retirement plan distribution choice that is right for you

  • Distribution strategies designed to maximize income in retirement

  • Protect your family from the high cost of long-term care

  • Use alternative strategies designed to help minimize market risk and maximize returns

  • Micahel Snowhite

    Webinar Host & Presenter

  • Jonathan Vasquez

    Webinar Presenter

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