Estate Planning & Taxes Workshop
The workshop will cover:
Differences between wills and trusts
LTC planning affect my estate
Ensuring your success and efficient transfer assets to the next generation
Time: 5:30 PM
Securing your own financial future
Your expected expenses
Fixed annuities for retirement income
Dividends for retirement income
You still need investment growth
"This Estate Planning & Taxes Workshop
has been our most popular class in 2019"
Andrew Whalen - CEO
Meet Your Host:
Andrew grew up in Southern Nevada and Utah and was raised in the financial advisory business. He started investing by the age of 13. Learning the ropes from his father, who led the Whalen Group, he co-hosted a weekly radio program with his father called “Let’s Talk Money” on KDWN-AM, which ran from 1981-2007.
In 2010, Andrew Whalen purchased the Whalen Group from his father and transitioned it into a true wealth management firm that focuses on taxes, estate planning and wealth and investment management.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Investing enables us to put the fruits of our labors to work. It allows us the potential to build wealth for the future; possibly, for retirement.
55% of Americans stop working sooner than planned
Only 6 in 10 workers are saving for retirement
The average American’s 401(k) balance is $104,300
Only 8% of eligible Americans contribute to an IRA
Social Security will run out of money in 2034