YOUR MONEY
YOUR FUTURE
MASTERCLASS
SMART PLANNING FOR LIFE'S FINANCIAL TRANSITIONS
Coming Soon
Near You!
What you'll learn:
-
Understanding the impact of prolonged Bear Markets, and safeguard yourself from outliving your money.
​
-
Protect the current value of your own or inherited 401k, 403b or IRA from LOSSES and PENALTIES.
-
The do's and don'ts of Inherited Retirement Accounts to avoid the 25% excise penalty tax.
​
-
Identify, reduce and even eliminate investment fees and put $1000's back in your pocket!
-
Specific Strategies to Maximize your Social Security Benefits.
-
Learn about the Great Retirement Deception and what financial advisors won’t tell you
-
How to safely Build Your Wealth...Beyond Wall Street
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.
Who Should Attend?
Individuals receiving an inheritance or a legal settlement
​
Those approaching or already in retirement
​
Anyone facing a financial transition and unsure of the next steps
Coming soon!
Major financial changes - such as an inheritance, a settlement, or retirement can bring both opportunities and uncertainty. Many people feel overwhelmed and make costly mistakes. This masterclass is tailored for local residents, where I'll talk in plain language about practical strategies designed to help you protect your wealth, avoid pitfalls, and ensure your money lasts as long as you do.
Over the past 25 years as a licensed fiduciary, I've had the privilege of helping individuals and couples navigate major financial transitions. Learn from my experience, as I unveil the most recent effective strategies designed to assist you in safeguarding and growing your wealth, increasing your income and mitigating risk and tax obligations over your lifetime.
​
This is an informational workshop,
NOT A SALES SEMINAR.
Adult , first-time attendees only.
If married, spouses are encouraged to attend.
Please ... no children, agents or brokers.