Description
During this seminar we will cover:
- How a surviving spouse assumes a disproportionate amount of financial risk
- The impact of Social Security benefits, Medicare, and taxes on a retirement strategy
- Spousal protection strategies that can be used to help reduce this risk
Speaker: Travis Allen, ChFC®, CFP®, Eagle Life
Hosted by: Nicole Reif, CFP® - Financial Advisor, Cetera Investors
900 SW 16th St, Ste 110 Renton, WA 98057 (206)204-3066
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. CA Insurance License #0D28002
Date and Time
Tue, Mar 28, 2023
5:30p - 6:30p PST