Advocate Wealth Solutions
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Most families believe they’re prepared…
Until a health event forces long-term care.
Right now in Ohio, care can cost over $100,000 per year, and most people don’t realize:
Medicare does not cover long-term care the way they think.
And without p...
Until a health event forces long-term care.
Right now in Ohio, care can cost over $100,000 per year, and most people don’t realize:
Medicare does not cover long-term care the way they think.
And without p...
On-demand
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Tuesday, April 21, 2026 · 6:30 PM EDTPensions are gone.
401(k)s shifted the risk onto you.
And now you’re expected to figure it out alone.
Most retirees today are facing a silent risk…
Running out of money before they run out of life.
In this eye-opening session, you’ll discover ho... -
Tuesday, March 17, 2026 · 6:30 PM EDTMost retirement plans are built around a savings goal.
Hit the number. Retire in peace.
But that's not what destroys retirement plans.
What destroys them is not knowing how to protect the income you'll actually need when a paycheck no longer e... -
Tuesday, February 17, 2026 · 6:30 PM ESTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, January 20, 2026 · 6:00 PM ESTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, November 18, 2025 · 6:30 PM ESTJoin us for this FREE online presentation and learn how outdated estate planning advice and misunderstood financial tools could be costing your family up to 20% of your wealth.
Led by Estate Planning Attorney and Certified Financial Planner Greg ... -
Tuesday, October 21, 2025 · 6:30 PM EDTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, September 23, 2025 · 6:30 PM EDTJoin us for this FREE online presentation and learn how outdated estate planning advice and misunderstood financial tools could be costing your family up to 20% of your wealth.
Led by Estate Planning Attorney and Certified Financial Planner Greg ... -
Tuesday, August 19, 2025 · 6:30 PM EDTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, July 22, 2025 · 6:30 PM EDTJoin us for this FREE online presentation and learn how outdated estate planning advice and misunderstood financial tools could be costing your family up to 20% of your wealth.
Led by estate planning attorney and Certified Financial Planner Greg ... -
Thursday, July 10, 2025 · 6:30 PM EDTJoin us for our FREE online presentation and gain clarity on some of the most crucial decisions regarding your Estate.
Have you contemplated the ramifications of not having a comprehensive estate plan in place?
In a world where uncertainty, inst... -
Thursday, June 12, 2025 · 6:30 PM EDTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the... -
Tuesday, June 10, 2025 · 6:30 PM EDTIf you have a 401(k), IRA, or 403(b), you may be walking into a Retirement Tax Trap.
Today's low tax rates are set to skyrocket in the future, and retirement accounts are the prime target.
In this FREE online presentation, we're pulling back the...
Past
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Tuesday, May 25, 2021 · 10:00 AM EDTBudgeting for short-term and long-term financial success when living in uncertain times.
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Friday, May 14, 2021 · 1:00 PM EDTBudgeting for short-term and long-term financial success when living in uncertain times.
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Wednesday, April 28, 2021 · 10:00 AM EDTBudgeting for short-term and long-term financial success when living in uncertain times.
