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March Real Estate Club Meeting -- LIVE ONLINE
March 2, 2022 @ 7:30 pm - 9:00 pm
Why a Living Trust is for the Living & Three Secrets for Safe Money and a Fabulous Future
Kris Miller | Healthy Money Happy Life
Kris Miller is the Legacy Wealth Strategist at Healthy Money Happy Life and has been in practice for 30 years. She has helped over 6,000 clients with Estate Planning, Wills, Living Trusts, Power of Attorney, Health Care Directives, and Deeds. This presentation is based on Kris’ #1 selling book: “Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future”
Social Security was never meant to provide all your needs during retirement. Over the past 10 years the economy has destroyed a big part of our nest eggs. Your 401(K) may not be the saving grace you'd hoped for. Why not learn how you can create income for your retirement years that you'll never outlive. PREtirement: Plan Retirement Early so your money is there when you need it.
You will learn:
- The advantages of having an estate plan
- What is a Living Trust
- Who needs a Living Trust
- When should you get a Living Trust
- Benefits of having a Living Trust
- 3 biggest myths about money and investing
PLUS: Sam’s Insight
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