Estate Education: Retirement Asset Planning (Spring 2023)

Estate Education: Retirement Asset Planning (Spring 2023)

5 View

Welcome to the Financial & Estate Literacy workshop series.
This video's topic is "Retirement Asset Planning"
This is video 4 out of 6 for the "It's Your Estate" series.

~ By Peter Kote, Don Vivrette and Michael Simon

Download the PDF presentation used in this video, click here:
➡️ https://itsyourmoneyandestate.org/wp-content/uploads/2023/04/Retirement-Presentation-2023.pdf

To watch the entire "It's Your Estate" series:
➡️ https://www.youtube.com/playlist?list=PLcxVcKyxWHUXNHIb6yxMvrHnDA-JrNgln

To watch the entire "It's Your Money" series:
➡️ https://www.youtube.com/playlist?list=PLcxVcKyxWHUXbUMz9SXm3guNNtg5TTN2a

- For all materials in this presentation, please visit our website and select 'workshops'
➡️ https://www.iyme.org

- For question & comments:
➡️ [email protected]

---------------------
Who we are ?
---------------------
Financial and Estate Literacy (FEL)

We are a non-profit dedicated to preventing financial abuse by educating people to take control of their financial, estate, and charitable giving decisions; and each spring and fall we conduct our It's your Money and It's your Estate workshop series which consists of six 90-minutes video workshops per series.

www.iyme.org

~ 501(c)3 org EIN 46-1117177


----------------------------------------------------------------------------------
Our Charitable Sponsors for the Spring 2023 series:
-----------------------------------------------------------------------------------
American Heart Association, Boys & Girls Clubs of Fullerton, Chapman University, CHOC Children’s Foundation, City of Orange Public Library Foundation, Financial & Estate Literacy, Hemlock Society of San Diego, In Defense of Animals, Laguna Beach Seniors, Laguna Canyon Foundation, Mary’s Path, Newport Beach Public Library Foundation, Pacific Symphony, Providence Mission Hospital Foundation, Susan G. Komen®, The Blue Bell Foundation For Cats.

#FinancialEducation #FinancialLiteracy #FinancialPlanning #FinancialFreedom #PersonalFinance