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About This Webinar
Tim Sullivan sits down with Jorden Fields, portfolio protection and tax strategy expert from One America, to discuss,
- What are your options when it comes to portfolio protection and tax strategies
- We are living longer, and living longer with cognitive related illness, how to maximize your benefits
- Family dynamics - how portfolio protection and tax strategies can impact your spouse, kids, and loved ones financially
- Preparing for the possibility of the worst scenario
- The impact of your legacy
- What does Medicare look like in terms of portfolio protection and tax strategies
Language:
English
Who can attend? Everyone
Featured Presenters
Julie Sullivan - Vice President
Julie is extremely passionate about helping people achieve their financial goals and dreams. Most importantly, she takes a personal approach to learning the goals and aspirations of each individual client to help plan accordingly for all stages of their life. Especially in this ever-changing marketplace.
While achieving her master’s degree, she signed up for all the available finance classes and excelled in each one. Not only academically but because this is something she was deeply excited about and wanted to learn more. She has her Life & Health Insurance License and is currently working on her Series 65 Security License.
Family is everything! If Julie is not working, she is spending time with her husband and three beautiful kids (and fur baby). While cooking dinner and simply spending quality time together, there will always be music on in the background or they are usually singing and dancing. She also enjoys running races as she uses that time to brainstorm new ideas. Julie usually has a marathon she is training for or one on the horizon she is looking forward to signing up for
While achieving her master’s degree, she signed up for all the available finance classes and excelled in each one. Not only academically but because this is something she was deeply excited about and wanted to learn more. She has her Life & Health Insurance License and is currently working on her Series 65 Security License.
Family is everything! If Julie is not working, she is spending time with her husband and three beautiful kids (and fur baby). While cooking dinner and simply spending quality time together, there will always be music on in the background or they are usually singing and dancing. She also enjoys running races as she uses that time to brainstorm new ideas. Julie usually has a marathon she is training for or one on the horizon she is looking forward to signing up for
Tim Sullivan is a Chartered Federal Benefits Consultant, ChFEBC℠, Federal Retirement Consultant, FRC℠ and National Social Security Advisors, NSSA®
Tim Sullivan, NSSA® ChFEBC℠ and FRC℠is a National Recognized Financial Educator, Author, Retirement Planner, Federal Employee Retirement Specialist, Radio Show host, TV Show Host, whom you may have seen on CBS News, FOX Business, The Wall Street Journal, Kiplinger, Investor's Business Daily, U.S. News and World Report, and others.
Sullivan is the Author of, Retire Abundantly, The Principles to Help Create a More Worry Free Retirement with Less Stress, Strategic Wealth: A Tactical & Practical Guide to Winning in Retirement, Federal Employee Retirement Made Simple: 11 Key Areas to Retire with Financial Peace as a Federal Employee and a former Radio Show Host on WDTK “The Patriot” FM 101.5/ 1400 AM n Detroit, Michigan. Tim is also the host of the TV show Retire Abundantly which airs on channel 62 CBS in Detroit.
As the founder and CEO of Strategic Wealth advisors Group, Inc. Tim and his team help Federal Employees, Executives, and Professionals successfully navigate the retirement maze of options and regulations so that they can enjoy a larger lifestyle and still pass on legacy to their family, Tim enjoys time with his wife Julie and three children Devin, Kaitlynn and Daylana. He also enjoys staying fit at the gym, playing golf and softball.
Sullivan is the Author of, Retire Abundantly, The Principles to Help Create a More Worry Free Retirement with Less Stress, Strategic Wealth: A Tactical & Practical Guide to Winning in Retirement, Federal Employee Retirement Made Simple: 11 Key Areas to Retire with Financial Peace as a Federal Employee and a former Radio Show Host on WDTK “The Patriot” FM 101.5/ 1400 AM n Detroit, Michigan. Tim is also the host of the TV show Retire Abundantly which airs on channel 62 CBS in Detroit.
As the founder and CEO of Strategic Wealth advisors Group, Inc. Tim and his team help Federal Employees, Executives, and Professionals successfully navigate the retirement maze of options and regulations so that they can enjoy a larger lifestyle and still pass on legacy to their family, Tim enjoys time with his wife Julie and three children Devin, Kaitlynn and Daylana. He also enjoys staying fit at the gym, playing golf and softball.
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