How Can I Help? [Video]

#FinancialPlanning #RetirementPlanning #TaxEfficiency #RothIRA #LongTermCare
Welcome to our channel! Are you navigating the complexities of retirement planning or seeking financial advice? Look no further! In our videos, we cover a wide range of topics, including tax efficiency, Roth planning, long-term care, annuities, life insurance, RMDs, and Social Security planning. Our channel is dedicated to helping you achieve your financial goals and enjoy a stress-free retirement.

3:15 – Areas of expertise
6:45 – Retirement planning and transitioning
13:45 – Services offered and pricing
16:30 – Options after planning

Attend our FREE LIVE Zoom classes!
📅 Each month a different topic will be discussed.
January – Understanding Annuities
February – Tax Efficiency in Retirement
March – Using ROTH!! Properly
April – Today’s World of Safe Investing
May – Producing Income in Retirement
June – Paying for Long Term Retirement
July – Financial Planning for Volatile Markets
August – How Investing Changes in Retirement
September – Essential Estate Planning
October – Finding Unbiased Financial Advice
November – Understanding Required Minimum Distributions
December – Positioning Yourself to Thrive in Retirement
✨Classes are on FIRST THURSDAY of every month at 10 am PST via ZOOM
the SECOND THURSDAY of every month at Scottsdale Mustang Library
the THIRD WEDNESDAY of every month at 4 pm PST via ZOOM and
the LAST MONDAY of every month via ZOOM for our live Q & A session.

🗓 BOOK AN APPOINTMENT
www.yourinvestmentcounselor.com

👨‍🏫 FREE CLASSES www.fpfeaz.org/classes
📖 ADDITIONAL RESOURCES www.sesweb.net
💬 Facebook.com/SecureEstateSolutions
🏢 Visit our Business Website: https://www.sesweb.net
📧 Email Us: [email protected]
❔ Questions? Call Us At: (800) 345-3155