Integrating Asset Protection into Retirement Planning
You’ve worked hard, so it’s important to plan well as you look toward retirement and beyond. In this session, we’ll discuss a variety of topics and provide crucial information you need to best navigate the road ahead.
Topics covered will help you:
- UNDERSTAND the difference between Financial Planning, Retirement Planning, and Wealth Management …….so you can do the planning most appropriate for you
- BUILD a Financial Planning “Roadmap” that helps you achieve what’s important to you
- IDENTIFY personal and business retirement assets that could be exposed to a potential lawsuit or bankruptcy
- CONVERT exposed personal and business Retirement assets to protect them from a potential lawsuit or bankruptcy
Presenters:
Dustin Nichols' practice emphasizes the areas of integrated corporate, estate, exemption and asset protection planning; trust administration; corporate counsel representation; business formation; estate and gift tax planning; trust litigation, and transactional drafting.
To read more about Dustin Nichols click here.
David Jones was called to financial planning after a successful career in corporate America when he realized that few advisors truly understand how to help people make the transition from their career to retirement.
To read more about David M. Jones click here.
