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The New Rules of Retirement & Estate Planning

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What You'll Learn

  • Defend your retirement savings from global uncertainty — the markets are rattled, but your retirement doesn’t have to be.
  • Legally minimize taxes on your retirement income — and keep more of what you’ve worked decades to earn.
  • Protect your savings from major market losses — because at this stage, you don’t have time to recover from a big hit.
  • Outpace inflation and rising expenses — so your money maintains its purchasing power throughout retirement.
  • Create dependable, predictable retirement income — no matter what the market is doing.
  • Secrets of the Wealthy – How to protect your family from lawsuits, creditors, divorce, and remarriage.
  • Accidental Disinheritance – Why your children may be at risk and how to avoid it.
  • Essential Estate Planning Documents – Learn which legal documents are most important and why.

Featured Speakers

Tom Jacobs

As President and CEO of Jacobs Financial Services, Tom Jacobs has spent more than 25 years helping retirees and pre-retirees prepare for the next chapter of life. Known for his direct, educational approach, Tom helps clients understand their options for retirement income, asset protection, and long-term financial security. His mission is to simplify complex financial concepts and provide strategies designed to help clients retire with confidence.

David Carrier

For over 30 years, David Carrier has helped Michigan families protect their assets, reduce taxes, and create lasting legacies. Through educational workshops and personalized planning strategies, David has guided thousands of retirees in making informed decisions about their financial and estate planning future.

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