Webinar: Buy-Sell Agreements and Valuation Issues: Key Components & Considerations
Presented by R. J. Kelly, ChFC, CLU, IAR, RICP, CAP, MSFS, AEP, CEPA & Cheryl Kessler, ASA, CFA, MBA

Webinar: “Why It Makes More Sense Than Ever To Buy San Diego Income Property”
Presented by R. J. Kelly, ChFC, CLU, IAR, RICP, CAP, MSFS, AEP, CEPA & Terry Moore, CCIM

Webinar Series: “Will My Business Survive COVID-19?”

Thank You To Our Sponsors:

Overcoming Uncertainty: Getting Comfortable With Being Uncomfortable!

Beyond Technology: Moving From Surviving To Thriving!

Just What Can A Politician Do For You? Turns Out - Quite A Bit!

Just Show Me The Money!

When Will Things Return To Normal?

Video Series:
“Top 10 Planning Mistakes That Will Keep You From Retiring Well.
And What YOU Can Do About Them!”

Intro

#4: Having Excessive Debt
In Retirement

#8: Investment Volatility... Not Understanding 3 Key Points

#1: Lack Of Specifics

#5: Not Fully Understanding Your Social Security/Medicare

#9: Not Staying Socially and Physically Active

#2: Procrastination

#6: Retirement
Friction

#10: Not Having A Review
Process In Place

#3: False Assumptions

#7: How Much To Help?
Learn To Be "Sensibly Selfish"

Wrap Up
Video

Hot Topics for Business Owners - January 2020
R. J. Kelly "Top 10 Planning Mistakes That Will Keep You From Retiring Well"

Hot Topics for Business Owners - April 2019
R. J. Kelly "How To Sell Your Business With No Taxl"

Hot Topics for Business Owners - March 2018
R. J. Kelly "You Had Me at 'Capital Gains Taxes Are Voluntary"

Hot Topics for Business Owners - July 2019
R. J. Kelly "Four Planning Mistakes That Will Keep You From Retiring Well"

Hot Topics for Business Owners - July 2018
R. J. Kelly "Five+ Ways to Save Big on Your Tax Bill"

Webinar Series "Will My Business Survive COVID-19" - April 2020
R. J. Kelly & Cameron Killeen "When Will Things Return to 'Normal?'"


Guest Speakers:

4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

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