MMRT – Host: Aaron Rask
Date(s) - 02/03/2017
12:00 pm - 1:30 pm
95a Bistro & Sushi
HOST: Aaron Rask, Blanchard Financial Services
Six key areas of personal planning: Asset Protection, Retirement Planning, Income Tax Reduction, Capital Risk, Income Protection, and Estate Planning; is based on the premise that if these six key areas are adequately addressed, a client’s capital accumulation and protection plans should be sufficient. However, if just one key area is overlooked, significant losses may result. How to address each of these key areas to maximize gains and minimize losses.