About
You and your guests are invited to an informational webinar and insurance presentation entitled Understanding Different Retirement Strategies. The program is presented by Jeff Sachs, founder of Sachs Financial, a dedicated and focused insurance professional who offers possible solutions and has been developing retirement strategies for almost a decade, which help his clients feel good about their future.
Agenda
  • Strategies to help achieve your long-term financial goals.
  • Options to reduce your risk and keep more of your hard-earned money.
  • Discover ways to establish income that you will not outlive.
  • Discuss the current legislation changes affecting your RMDs.
  • New changes to IRA's and IRA inheritances.
Presenter
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Jeff Sachs
CEO, Owner
Jeff Sachs is the founder & CEO of Sachs Financial. Since 2010, he has dedicated his company to helping clients prepare for and secure their financial future. Jeff’s approach is to focus on educating his clients about the various ways to protect wealth from market fluctuation and creating lifetime income. He is a graduate of the University of Georgia and holds a Master’s degree from Saint Louis University. Jeff has always looked for ways to help people and spent over a decade in healthcare helping redesign Emergency Departments, prior to starting his own company. He holds insurance licenses in several states: Missouri, Illinois, Maryland and Florida. Jeff prides himself on being a loving husband and father. He enjoys cooking, golfing and raising money for charities through cycling.
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