Fundamentals of Wills, Trusts, & Powers of Attorney
In this session, we will discuss best practices for ensuring your assets are distributed as you wish and to whom you wish. We offer this webinar in three sessions, 8 am, 1 pm, and 6 pm ET.
Retirement & Insurance Planning in Your 50’s and 60’s
This session will cover how to prepare for a successful transition into retirement. This includes how to manage cash flow, mitigate retirement strategy risk, and strategies for investing and protecting assets during retirement
Planning for the Financial Future of a Loved One with Special Needs
Offered by specially trained financial professionals, this session covers estate strategies, guardianship, and creating a Special Needs Trust.
Steps to Buying and Selling a Home
This session reviews the important decisions and steps that are needed when buying or selling a home.
Financial Wellness Check-up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage.
Advanced Asset Accumulation Strategies
This session will help you gain a better understanding of the financial concepts behind investing within your portfolio, tax planning, wealth creating and preservation, risk management, as well as protecting your assets
Financial Wellness Check-up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage.
Advanced Estate Planning Strategies
This session covers the five-step estate planning process along with different types of trusts, portability of exemption of spouses, and more.
Financial Wellness Check-Up
AFSPA members can schedule an appointment with a financial professional who can assist you in evaluating your financial objectives, addressing concerns related to overall financial health, providing clarity on your benefit plan, and optimizing its usage.
Advanced Asset Distribution Strategies
Attend this session to learn more about distribution of assets and tax sensitivity, strategic deferred compensation, and how the assets you’ve accumulated can ensure an income stream in retirement.
