[ Ссылка ] Fiduciary Investment Advisor in Jacksonville
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Camarda invites Clients and Friends to a free financial education class at the Florida Yacht Club on Thursday, March 14 at 6:30pm. RSVP for this exclusive event by calling 904-717-0939 or to rick.martin@camarda.com. For those unable to make it to class, fret not- it will be webcast live! Instructions for attending this webinar will be emailed to you soon.
Topics Jeff will cover:
• Why you need a living trust with the right and updated provisions
• Must-have (but often overlooked) trust provisions and strategies to protect you, your kids and your wealth
• How to set up the right asset protection to protect your wealth from financial predators
• Why “Trump-style” tax planning can be your most profitable investment
• Tips to mastering the Social Security maze to maximize your benefits
• Annuity danger signs, hidden costs, and why to avoid most annuities and how to convert to cheap, no- commission ones if you are stuck for tax reasons
• Annuity rescue tips and recovery strategies
• What may crash, what may soar in the new Trump stock market
• Using real estate for cash flow and other tips to safely build comfortable retirement income
• The whole truth about reverse mortgages
