Safeguard Your Financial Future

In this seminar you will learn:

- How you might be transferring wealth away, unknowingly and unnecessarily

- The two biggest obstacles preventing you from reaching your financial goals

- Why taxes pose more risk than you think and ways to reduce their impact

- Apply Process vs Product - how you invest your money is most important, not where

- The impact of taxation on tax deferred accounts such as your 401(k) and IRA