How to Avoid Costly Financial Mistakes

State Of The Economy, Climbing Living Costs, And an Upcoming Chaotic Election... What Could Possibly Go Wrong?

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What You'll Learn

  • Critical tax, estate planning and investment questions/issues affecting your ability to retire in the lifestyle you deserve.
  • How investment risk and market volatility can crush a retirement plan.
  • Preserving your estate and protecting your assets.
  • Taxes are potentially going up in 2026, are you concerned? If so, what strategies should you look into now?
  • Preserving your retirement savings from the IRS.

Featured Speaker

Wood Financial Group

For over 20 years, Wood Financial Group has guided thousands of families like yours through planning for the retirement of their dreams. We believe every person deserves a worry-free retirement. With that goal in mind, we offer a full array of retirement income solutions to help our clients live abundantly.

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