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2025 Retirement Bootcamp

Master Your Future: Essential Strategies for Estate Planning, Medicare, Taxes, and a Secure Retirement

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What You'll Learn

  • Tax Education - How to be proactive instead of reactive
  • Medicare Education - What, when and where do I begin?
  • Estate Planning - Four things every estate plan must cover
  • Retirement Planning - The importance of having a written plan

Featured Speaker

Jacobs Financial Services

At Jacobs Financial Services, we are known for helping clients minimize their financial risk while maximizing their retirement income. Under Tom’s leadership, the company has built a reputation for delivering tailored solutions that align with each client’s unique goals, offering a secure and prosperous path to retirement. Tom’s dedication to transparency and his passion for empowering clients to achieve financial peace of mind remain at the heart of Jacobs Financial Services’ mission.

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