Webinar: Guaranteeing Your Dream Lifestyle in Retirement by NJM Wealth Preservation Strategies

Will my money last? Am I investing the right way?
Join retirement expert Nic McLeod for an exclusive webinar and learn how to protect and grow your money.

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Presenter

Nicolas J McLeod

Wealth Preservation Expert

For nearly 20 years, Nic McLeod has been helping families like yours invest and preserve their wealth to last through retirement and for the generations to come. He is now leading one of the fastest growing wealth advisement firms in the United States and has received national recognition for his service and expertise.

Reserve your place to learn from one of the nation's most trusted wealth preservation specialists.

About

Too many people get to retirement age and are not prepared for distribution, taxes, and potentially out-living their savings. They end up overpaying on their taxes, stressed, penny-pinching, and making uneducated choices that lead to overt risk. In this webinar, Nic McLeod will walk you through an easy and simple overview of good retirement strategy, the Do's and Don'ts of RMDs, and how to think of your money in terms of "Purpose" and "Performance." You'll also walk away with practical tools and a few key offers for consultation and advisement! You don't want to miss this POWERFUL webinar!

Agenda

Learn the difference between "Performance" and "Purpose" money.
Learn how to assess your wealth strategy and future for your family, philanthropy, or dream projects.
Align your investments with your risk tolerance and market realities.
Optimize Required Minimum Distributions and Roth IRAs to enjoy your retirement.
Learn money manager expert's tactics to optimize portfolios for tax efficiencies.
Learn about our service offerings and hear about our special consulting offers!