➢ Four Financial Phases of Life – Understanding the Seasons
➢ The Three Most Important Components of a Financial Plan
➢ Protecting Your SPOUSE from Future Financial Hardship
➢ Best Planning for Retirees Who are Single
➢ Discover the “Missing Link” in Most Financial Plans
➢ Maximizing Income When It is Most Needed
➢ Understanding New IRA Rules and How to Avoid Penalties
➢ Statistics that Many Retirees are Shocked to Learn
➢ Myths about What is Protected from Long-Term Care Costs
➢ Innovative Ways to Cover Assisted-Living and Nursing Home Stays
➢ Most Efficient Ways of Passing Assets to Heirs