Common Mistakes Live Webinar
About This Webinar
Discover from Scott McLean some of the biggest mistakes that can derail retirement plans in a time of a crisis like we are experiencing today...

Do you know the 10 Most Common Mistakes that Retirees Make With Their Finances?

Get informed--Get the facts! Join us for this timely webinar.
Agenda
  • How stock market history may help understand market gains and potentially help avoid financial disasters.
  • How the NEW SECURE ACT changed retirement, tax and estate planning laws and how to plan in 2020.
  • How to help avoid the most common beneficiary inconsistency that exists between WILL and FINANCIAL ACCOUNTS such as an IRA, 401k or 403b!
  • Strategies that may PROTECT hard-earned dollars from creditors, nursing homes and lawyers.
  • Learn how epidemics have affected the market performance in the past.
Presenters
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Scott McLean
Scott Mclean has been in the financial services industry since 1983. He founded Mclean Advisory Group in 2008. Since that time, Mclean Advisory Group has been helping families in the Jersey Shore area to plan for life events. Scott is currently licensed in life and health insurance.

Scott's passion for community service and vast family history of veterans drove him to establish "Mclean Veteran Benefit Advisory Group," a non-profit group dedicated to helping veterans with long-term care benefits.

Scott dedicates a large portion of his time to educating investors and the community through workshops on topics related to retirement income planning, social security, estate planning, required minimum distribution planning and common mistakes retirees make with their finances. Scott is the host of “Financial Insanity”, a weekly educational radio show on WBNJ and he has also appears on numerous radio and TV shows as a guest or host.

McLean Advisory Group is a member of the Barnegat Chamber of Commerce.

Scott is a long time resident of Ocean County, married and has five children. He is an active member in his church in Barnegat. In his spare time, he enjoys boating and water skiing with his family, and most weekends will be found running his horse farm, New View Equestrian Center in Southampton, NJ.
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Janie Setzer
This webinar will show you…
  • 1621880480-e05d3dd213d9c355
    Tip 1
    Not understanding market history may drastically affect retirement options
  • 1621880481-597cb5442ca9f39b
    TIP 2
    One of the most important considerations of retirement planning is the tax efficiency of the portfolio.
  • 1621880482-712d50714fb1cd0f
    TIP 3
    Misunderstanding financial portfolios is some of the biggest mistakes in retirement.
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