In this free step-by-step class, I will walk you through how to identify the RISKS and Opportunities in your accounts. Learn how to answer these critical questions:
✔️ What do I own?
✔️ What is my TRUE investment risk?
✔️ Am I allocated correctly?
✔️ How can I SAVE on Taxes?
✔️ PLUS: What's important on my statements? And How Do I Supervise My Advisor?
The first step to financial security and peace of mind in retirement - is to KNOW beyond a doubt that you are protected.
Join me in this free class as I walk you through a simple and easy to follow process for reading, understanding, and taking action based on your account statements.