Movies and Documentaries
NEW TAX LAW CHANGES
The Impact They Have on Your Retirement
Choose the best day works for you:
Movies and Documentaries
When I'm 65
Retirement-funding struggles many Americans now face
When I’m 65 is a compelling and insightful look at why retirement planning has become so challenging—thanks in part to the 2008 crash. The film explores solutions for keeping Social Security solvent and provides practical strategies to help individuals get on track, from automatic 401(k)s to target-date funds, reverse mortgages, and annuities.
When I'm 65
Retirement-funding struggles many Americans now face
When I’m 65 is a compelling and insightful look at why retirement planning has become so challenging—thanks in part to the 2008 crash. The film explores solutions for keeping Social Security solvent and provides practical strategies to help individuals get on track, from automatic 401(k)s to target-date funds, reverse mortgages, and annuities.
Watch this documentary to learn about:
The biggest challenges in retirement planning
How economic trends impact your financial future
The role of Social Security and pensions
Smart strategies for saving and investing
How to manage risks in retirement
Steps to build a secure financial future
When I'm 65
Narrator David Brancaccio, the host of When I'm 65, is an award-winning journalist and broadcaster known for his in-depth reporting on economic and financial issues.
Documentary Key Points:
Retirement Planning Challenges – Explores the financial obstacles individuals face when preparing for retirement.
Impact of Economic Trends – Examines how market shifts, debt, and policy changes affect retirement security.
Smart Financial Strategies – Offers expert insights on saving, investing, and adapting to a changing retirement landscape.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
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:
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
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.