If you're looking to develop a comprehensive plan to manage and conserve your assets, a Trust or Estate Plan may be a great option because of the substantial benefits they can provide.
Join us for a free one-hour webinar, where we'll discuss:
We'll also review power of attorney orders, living wills, and final wills and testaments, so that you’ll be informed about all the essentials of estate planning. This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advise. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own, separate from this educational webinar. Premier America Wealth Management Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
THURSDAY, OCTOBER 7TH
4:00 p.m., PT / 6:00 p.m., CT (CA and TX)
Having a well designed strategy to simplify the social security filing process can be key to a quality retirement. Please join our upcoming Securing Social Security webinar where you’ll learn how common circumstances can impact your options when claiming social security benefits.
During our presentation, we will review strategies for complex situations including:
This webinar will help to educate you on the many decisions involved in claiming Social Security benefits, as well as their consequences, and suggest strategies that can offer an opportunity to maximize the benefits received.