Wealth Management & Financial Planning

Wealth Management & Financial Planning

Is Incremental Incapacitation Going to Affect You? with special guest Tom Hurley, J.D. 1150

Consider This Program with Jamie Burton and Grant Soliven, AIF. In this segment we will cover:

Find out how to love and protect your future self and the ones you love with some brand-new strategies from the Financial Enhancement Group and Financial Enhancement Group Trust Services team!

Talking Points:
1. Financial Enhancement Trust Services
2. Incremental Incapacitation
3. What a trust would look like

Resources –
• “Incapacitation is part of our reality, and you can plan for it.” article by Grant Soliven, AIF Incapacitation is part of our reality, and you can plan for it. – https://yourlifeafterwork.com/incapacitation-is-part-of-our-reality-and-you-can-plan-for-it

• “Don't Just Plan For The Metaphorical Hit By A Bus – Fading Away” Consider This Program with Joe Clark, CFP, and Daren Hardesty. Don't Just Plan For The Metaphorical Hit By A Bus – https://yourlifeafterwork.com/dont-just-plan-for-the-metaphorical-hit-by-a-bus-fading-away

• “Leaving A Legacy, Part Four, The Problems with Incapacitation” article by Joe Clark, CFP “Leaving A Legacy, Part Four, The Problems with Incapacitation” – https://yourlifeafterwork.com/leaving-a-legacy-part-four-the-problems-with-incapacitation

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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