This session will apply to a wide audience, from young participants thinking about long-term planning and budgeting, to pre-retirees with questions on retirement assets, Medicare, Medicaid and extended care strategies. During this session, you will learn how to:
- Increase income and avoid taxes
- Understand investments and manage investment risk
- Identify cash flow and balance sheet inefficiencies
- Optimize retirement savings and insurance planning
Financial preparation and freedom reach beyond the immediate needs of the individual, creating a beneficial, multiplying effect that can enhance a person’s leadership potential and ripple through the community.
Speaker: Francis Mesina