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

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Introduction

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#4: Having Excessive Debt
In Retirement

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

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#1: Lack Of Specifics

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#5: Not Fully Understanding Your Social Security/Medicare

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#9: Not Staying Socially and Physically Active

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#2: Procrastination

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#6: Retirement
Friction

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#10: Not Having A Review
Process In Place

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#3: False Assumptions

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

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Wrap Up
Video

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"Accessing Retirement Assets Without Penalty or Restriction"
September 2020

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"Why It Makes More Sense Than Ever to Buy San Diego Income Property"
June 2020

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"Buy-Sell Agreements and Valuation Issues:
Key Components & Considerations" July 2020

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"Unsticking the Stuck: Effective Conflict Resolution"
August 2020

“Will My Business Survive COVID-19?” – May 2020

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Overcoming Uncertainty: Getting Comfortable With Being Uncomfortable!

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Beyond Technology: Moving From Surviving To Thriving!

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

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Just Show Me The Money!

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When Will Things Return To Normal?

Presentations:

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"Top 10 Planning Mistakes That Will Keep You From Retiring Well"
January 2020

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"How To Sell Your Business With No Tax"
April 2019

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"You Had Me at 'Capital Gains Taxes Are Voluntary"
March 2018

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"Four Planning Mistakes That Will Keep You From Retiring Well"
July 2019

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"Five+ Ways to Save Big on Your Tax Bill"
July 2018

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"When Will Things Return to 'Normal?'"
April 2020

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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