The Generational Wealth System

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Presented by the Krista McBeath

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IS A SECURE RETIREMENT ALL WE SHOULD EXPECT FROM A LIFE OF SACRIFICE AND SAVING?

Are financial advisors failing many of the families that are paying them for investment advice?  Isn't a short-sighted approach to retirement planning forsaking what's most important?

Protecting our family.

Isn't there a better path towards pursuing a legacy that eclipses a secure retirement?  The first step is to consider financial strategies beyond pursuing 'market returns' or 'income distribution planning’!

This webinar is for those legacy makers that are looking beyond retirement.

The answers to questions regarding protection from taxes, long-term healthcare costs, inflation, market fluctuations, security of a surviving spouse, wealth transfer strategies, and more become clearer when you effectively plan for a legacy. 

Based Upon the Amazon Book, The Generational Wealth System:
A Holistic Approach to Preserving Your Wealth & Legacy

In this webinar, Krista will engage in an entertaining and enlightening overview of topics covered in her book.  Here's what you'll learn:  

  •  Threats to your assets and how to leverage wealth to protect your family's inheritance.
  • Strategies for confidently pursuing portfolio growth without losing sleep.
  • How to enjoy the fruits of your labors while living and giving for maximum rewards. 
  • How to avoid a retirement tax strategy that could leave a tax nightmare for your heirs.

Register for notification of the release of the auto-webinar to watch at your convenience!

By registering, you'll receive email information regarding the auto-webinar, as well as related content from McBeath Financial Group.  If you feel the information isn't relevant to you, please feel free to unsubscribe at any time.  Your information will not be shared and you won't be spammed. 

About the Speaker, Krista McBeath

“I believe traditional financial planning is a short-sighted approach that may be costing too many families the greatest opportunity for generational wealth-building in our life-time!"

Krista McBeath is the founder and CEO of McBeath Financial Group and Landmark Wealth Management, Inc., and President of McBeath Tax and Financial Services, LLC. While consistently earning top achievement awards within her industry, she’s most proud of the honor awarded by the community she serves. For five consecutive years, she’s been voted the #1 Best Financial Planner in the Pantagraph Reader’s Choice Awards.

Krista has a long history of sharing her personal insights on financial related matters in various publications.  In addition to her newsletters and her blog at www.McbeathFinancial.com/blog, she's also published monthly in 50 Plus News and Views as well as Healthy Cells Magazine.

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Advisory services are offered through Landmark Wealth Management Inc, dba McBeath Financial Group, an SEC Registered Investment Advisor firm. Insurance products and services are offered through McBeath Tax and Financial Services, LLC. McBeath Financial Group and McBeath Tax and Financial Services, LLC. are affiliated.  All written content on this site is for information purposes only. Opinions expressed herein are solely those of McBeath Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation.