Legal, Financial and Tax Planning for Retirement in 3 Easy Steps

About the Webinar

In this webinar, Attorney and Advisor Chris Berry shares the 3 steps to create a legal, financial and tax plan for retirmenent.

The first step is to understand the governement has a set of rules for you, whether you like it or not.  It's your choice of following the goverment's rule book or creating your own rule book (a comprehensive estate plan).

The next step is to build a plan to protect against the major threats of market volatility, paying unessary taxes and protecting against the devastating cost of long-term care.

The last step is to understand your options moving forward and having a Income Plan, Investment Plan, Tax Plan, Health Care Plan and Legacy Plan.

  • Christopher Berry

    Webinar Host

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