Jul 10, 2020
Forbes says the Social Security Administration won’t recognize a financial power of attorney. So, if you didn’t work with a professional who was aware of that, you might have a serious hole in your estate plan. How can you make sure your Estate Plan is done the right way?
Plus, Kevin talks about his My Employer Care Program. Hear how this program can be a resource to employers out there when it comes to assisting their employee's with income and retirement decisions.
For over 30 years, Kevin has been helping people just like you listening today cross that retirement finish line stress free with confidence.
How can he help you? Find out when you call for a complimentary Portfolio Review. Let Kevin get a look at where you stand today and how that matches with your retirement goals. He'll also share strategies with you that can help you and your income plan!