Our VIP Partner Kaufmann & Association LLC will be presenting “Wealth Builder” workshops in your local offices during March and April of 2018! Visit AgentNet to find the schedule of workshops.
PROTECTION: Is your family protected should the unexpected happen?
ACCUMULATION: How much should you be saving? Where should you be saving? How should your $ be invested?
DISTRIBUTION: Will you have enough income in retirement? When should you take Social Security? Which account do you draw income from first?