Smart Retirement Planning

Exclusive Webinar Oct. 23, 2018

Next Generation welcomes Richard Ehrlich, President and Chartered Financial Consultant at Secure Wealth Planning Group, who will cover the basics of smart retirement planning. Brittany Pickell, our Director of Marketing & Sales, will also address incorporating a self-directed IRA into your overall plan as a diversification strategy.
Topics Covered Include:

  • Retirement pitfalls
  • Retirement nest egg: Legs 1-3
  • Fiduciary v. Suitability
  • Distinction between traditional v. alternative assets
  • Intro to SDIRAs/alternative investments in a retirement plan