COMPLIMENTARY WEBINAR

About The Webinar

The past few months have been unprecedented. From a global pandemic sparking a historic market crash to government mandated stay-at-home orders – NO ONE would have envisioned 2020 quite like this. If you’re wondering what to do – you are not alone. Trying to make sense of everything can be daunting and when it comes to your financial future, knowing the right moves can be tricky.

Whether you’re concerned about recent market losses and preserving what you have or you’ve recently lost employment and have questions about what to do with a 401(k) – or whatever your concerns might be – this timely event is designed to entertain and empower you to take back control of your financial future.

  • Where we are right now – financially as a country – and how we got here.

  • A review of where things could go from here and the key indicators to look toward.

  • While we’re certainly wise not to trust everything the media says, there are a few key things to follow.

  • What YOU can be doing – RIGHT NOW – to help take back complete control over your financial future…even with market and economic volatility.

  • Why taxes may have to rise at some point in the future and the potential implications on retirement.

  • Why volatility would have been high, with or without a pandemic, and why it is likely to continue.

  • Camille Mitchell

    Camille is a financial professional of Monolith Financial Group. Camille has worked alongside Jeff Mitchell for several years. she has the sole daily focus of helping enrich people's lives. She enjoys working alongside her clients to help build their retirement dream through the retirement income plan portion. Camille wants to help her client's achieve their retirement goals and make sure they can stay in retirement - enjoying the fruits of years of hard work to get to this point. She believes that planning for retirement is more than making sure you have enough money, but helping to make sure it is a joyous and fulfilled time in her client's lives. Camille is the proud daughter of Jeff and Rachelle. She enjoys traveling and helping out in the community however she can. CA License #0I69814

  • Jeff B Mitchell

    Jeff Mitchell is the CEO and founder of Monolith Financial Group. He has over 30 years’ experience in the insurance and annuity industry. While working as a captive agent earlier in his career, Jeff found that he could only offer his clients the products that the insurance company provided instead of what they really needed to help reach their financial goals. In 2006, Jeff started Monolith Financial Group to offer clients a wide variety of products without the limitations of any one company. Jeff has his securities license as well as life insurance licenses (#0777322) in California and Nevada. He is also an investment adviser representative (CRD# 2325229) AE Wealth Management, LLC When it comes to retirement strategies, Jeff’s philosophy is to assume less risk and focus on more wealth preservation while enjoying a stable and sustainable retirement income. He helps clients build strategies that allow them to retire with confidence. Jeff has been seen in several publications, including Newsweek, USA Today, the Sacramento Bee, the Wall Street Journal and Yahoo Finance.

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