Movies and Documentaries
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Movies and Documentaries
A Hope of Many Years – Social Security
The past, present, and uncertain future
of Social Security.
Explore the history and future of Social Security, the program that has supported millions—but now faces growing challenges. What’s next for retirement security?
A Hope of Many Years – Social Security
The past, present, and uncertain future
of Social Security.
Explore the history and future of Social Security, the program that has supported millions—but now faces growing challenges. What’s next for retirement security?
Watch this documentary to learn about:
The origins and purpose of Social Security
How it has supported millions of Americans
The funding challenges it faces today
Potential risks to future benefits
Policy changes that could impact retirement security
What individuals can do to prepare
A Hope of Many Years – Social Security
A Hope of Many Years – Social Security explores the history, impact, and future challenges of Social Security, highlighting its role in supporting millions of Americans.
Documentary Key Points:
History of Social Security – How it was created and its impact over the years.
Current Challenges – Funding issues and the risk of future insolvency.
Future of Benefits – What changes may be needed to sustain the program.
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
Attend this workshop to learn about:
Maintaining family wealth over multiple generations.
6 strategies for a strong generational wealth management plan.
Strategies that could help reduce taxes.
Understanding the biggest threats to the preservation of wealth.
3 Key factors for a sustainable withdrawal rate.
How retirement planning, portfolio-mix and risk tolerance can affect future generations.
How to calculate the value of your estate.
The importance of having a trust and life insurance policy if you're from a blended family.
How to NOT disinherit your children and grandchildren because of divorce or another triggering event.
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.