Consider This Program with Joe Clark, CFP, and Daren Hardesty.
In this segment we will cover:
Most estate documents lay out the plan for what happens when you die – how can you make sure your wishes are maintained when you are cognitively declining? Do you need formal estate documents? Why or why not? Go to yourlifeafterwork.com/fadingaway for more educational content on this topic.
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
