Webinar: Financial Survival For Retirement® by LR

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About This Webinar

This exciting and informative event will help you make the most out of every dollar saved for retirement by providing you with proven financial strategies designed with retirement success in mind.

Our specialized financial course is complimentary and will be delivered by financial expert Joshua Maher, of Maher Wealth Management. This will be our first digital class providing this particular subject matter and we promise that you will take away current and interesting financial information after attending this course.

This full course is two sessions with the first session taking place on August 4th, 2020. We strongly encourage that you also attend the second session of this course on August 11th, 2020, but this is not a requirement to attend.

Agenda

Session One: August 4th, 2020
Basic Tax Reduction Strategies
Protect Life’s Savings from the Threat of Health Care Catastrophe
The Four Legal Documents Every Retiree Must Have
Session Two: August 11th, 2020
Protecting Your Life’s Savings from Investment Mistakes
The Missing Estate Plan: Handling IRAs, 401ks, and other Retirement Accounts

Joshua Maher

Maher Wealth Management and in Conjunction with West Virginia Northern Community College

In 2005, Joshua began his professional career as a financial advisor with one of the largest corporate financial planning firms in the industry. Starting in 2009, he was able to team together to start Three Rivers wealth Management Group. By working with Three Rivers, he was able to expand his services to his clients and offer a vast array of new products.

In November of 2019, Joshua took the largest step in his professional career and started Maher Wealth Management Group. By taking this leap he is now able to provide his clients with a more comprehensive, relationship-based financial planning process that integrates services critical to their financial success. Services such as tax preparation, Social Security, accounting and legal services, should all be included in a client’s overall plan.

Joshua’s extensive knowledge of the financial planning process has allowed him to build a noteworthy network of loyal clients. Throughout his career he has strived to become a leading resource for people across a wide spectrum of financial services. His clients include individuals that are starting a family, pre and post retirees, as well as small business owners. Joshua takes pride in helping his clients accomplish their financial goals and dreams.

Joshua believes that your success should be measured not just by your financial well-being, but by how confident you feel about your future. His mission is to help you reach your financial goals through a relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

To give back to the community, Joshua has donated his time to the Special Olympics of Erie County. He has organized golf outings to raise awareness and funds for the organization. Joshua is also active in the American Legion where he educates local vets on retirement and government benefits.

Securities offered through Mid Atlantic Capital Corporation(“MACC”) a registered broker dealer, member FINRA/SIPC. Advisory services offered through Mid Atlantic Financial Management, Inc. (MAFM), a SEC registered investment adviser. Trust services offered through Mid Atlantic Trust Company, a non-depository trust company. Maher Wealth Management is not a subsidiary or control affiliate of MACC or MAFM.