Webinar: Wills and Trusts Live Webinar: How To Avoid Common Financial Planning Mistakes by McLean Advisory Group

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Wills and Trusts Live Webinar: How To Avoid Common Financial Planning Mistakes

About This Webinar

The past year has demonstrated that a solid estate plan, which includes steps to protect your wealth, can help you feel better prepared and provide a sense of control during times of uncertainty. When most people think of estate planning, they usually think about wills, trusts and where your money goes after you die. But it's actually much broader than that and includes other things you might not be aware of.

Join us for a live webinar designed to help you address and avoid common financial planning mistakes. Don’t miss this critical webinar on strategies designed to help you:

Agenda

Reduce excessive taxation and eliminate unnecessary legal fees
Implement estate transitions designed to avoid probate
Protect your assets from evaporating due to the expense of nursing home care
Address potential beneficiary errors
Make full use of the often unknown, underutilized VA long term care benefit available to veterans and their spouses

Presenters

Scott McLean

CEO/Founder

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 has his Series 65 license and is also 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.

Scott recently published a book, Three Blind Mice: How the Financial Planning Process Leads Your Money to a Mousetrap which reached #7 on the Amazon Hot New Releases!

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

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.

Janie Setzer

Marketing Director

Janie joined McLean Advisory Group in 2021 as Marketing Director. After living in Massachusetts and New Hampshire for over 20 years, Janie has recently relocated back to the Jersey shore to be closer to family.

Janie has her Bachelor's Degree in Marketing Communications from the Fashion Institute of Technology (SUNY). She has worked at ad agencies, large and small corporations, non-profit and community organizations in the areas of customer acquisition, customer retention and event planning. She enjoys meeting new people and organizing marketing campaigns and events that educate in a creative, interactive way.

Janie has two sons and in her spare time she enjoys the beach, cooking, crafting and DIY projects around the house.

This webinar will show you…

TIP 1

How to avoid common estate planning mistakes
TIP 2

Simple, yet effective, ways to avoid the probate process
TIP 3

Important things to consider when creating your estate plan