ON-DEMAND WEBINAR

Smart Retirement Planning

Presented by Next Generation and Secure Wealth Planning Group

Smart Retirement Planning

Get Smart with Your Retirement Planning! 

Here's  what you can expect to learn:  

  • 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
calendar-icon (1)

NOW AVAILABLE ON-DEMAND!

Meet the Speakers

Untitled design (48)

Brittany Pickell
Director, Marketing & Sales
Next Generation

www.nextgenerationtrust.comwp-contentuploadsNGTC-LOGO-RGB
 

Richard Ehrlich

Richard Ehrlich
President and Chartered Financial Consultant
Secure Wealth Planning Group

logo-left

Watch the Replay!

Copyright © Next Generation Trust Company 2022