MAKING YOUR
Coming Soon.....
MONEY LAST
SMART PLANNING FOR LIFE'S TRANSITIONS
Major financial changes - such as an inheritance, settlement, or retirement can bring both opportunity and uncertainty.
Many people feel overwhelmed and make unnecessary mistakes.
Register now to attend this masterclass that is tailored for local residents where we’ll talk in plain language about practical strategies to help you protect and grow your wealth, avoid costly pitfalls, and ensure your money lasts as long as you do and beyond.
Your host, Christopher Krolak, will unveil the most recent effective strategies designed to assist you in safeguarding and growing your wealth, increasing your spendable income, and mitigating risk and tax obligations over your lifetime.
You'll Discover How to:
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Understanding the impact of prolonged Bear Markets, and safeguard yourself from outliving your money.
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Protect the current value of your own or inherited 401k, 403b or IRA from LOSSES and PENALTIES.
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The do's and don'ts of Inherited Retirement Accounts to avoid the 25% excise penalty tax.
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Identify, reduce and even eliminate investment fees and put $1000's back in your pocket!
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Specific Strategies to Maximize your Social Security Benefits.
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Learn about the Great Retirement Deception and what financial advisors won’t tell you
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How to safely Build Your Wealth...Beyond Wall Street
Who Should Attend?
Individuals receiving an inheritance or a legal settlement
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Those approaching or already in retirement
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Anyone facing a financial transition and unsure of the next steps
Over the past 25 years as a licensed fiduciary, I have had the privilege of helping individuals and couples navigate major financial transitions. Life transitions - whether from an inheritance, a settlement, or retirement can bring both opportunity and uncertainty. Many people find themselves unprepared for the responsibility of managing sudden wealth. I provide thoughtful guidance, helping my clients protect and grow their money while making sure it lasts as long as they do and beyond. My approach is pragmatic, and client focused - balancing risks and opportunities while keeping long-term security in mind.
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Coming Soon....
Adult , first-time attendees only.
If married, spouses are encouraged to attend.
Please ... no children, agents or brokers.
For ages 55+.