Avoid these Six Mistakes – Learn More on July 8th Webinar

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Jul, 2020

Avoid these Six Mistakes – Learn More on July 8th Webinar

Register in advance for this webinar - CLICK HERE 🙂

Join us on Wednesday July 8th to dig in to each of the six mistakes along with ideas to consider for each one.  Avoid struggling to survive by avoiding these six typical mistakes almost everyone makes when it comes to their money and finances.

We will start promptly at 12:00pm and the call will be complete at 12:26pm.

Our CEO, Mike Kurz, CFP®, will be hosting this video call and will be covering each of the topics in the video.

We look forward to you joining us online at 12:00pm on Wednesday July 8th.  This will be a one-way video webinar and your identity will remain confidential from the other attendees.

REGISTRATION LINK:

Register in advance for this webinar - CLICK HERE 🙂

After registering, you will receive a confirmation email containing information about joining the webinar.

Thank you!

OverShare Advice and Planning, LLC

Office 469-777-6559 - info@overshareadvice.com

www.OverShareAdvice.com

  1. https://www.bloomberg.com/news/articles/2019-03-26/almost-half-of-older-americans-have-zero-in-retirement-savings
  2. https://www.gao.gov/products/GAO-19-442R
  3. https://www.fool.com/retirement/2017/07/30/americans-average-social-security-at-age-62-66-and.aspx
  4. https://www.morningstar.com/articles/879494/75-mustknow-statistics-about-longterm-care-2018-ed.html
  5. https://www.barrons.com/articles/why-americans-dont-save-for-retirement-51557061222?mod=hp_INTERESTS_retirement&refsec=retirement
  6. https://www2.deloitte.com/us/en/pages/financial-services/articles/meeting-the-retirement-challenge-deloitte-center-for-financial-services.html
  7. https://www.aarp.org/money/investing/info-2017/half-of-adults-do-not-have-wills.html
This content is developed from sources believed to be providing accurate information. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Join us for a Live Webinar is July 8th, 2020 at 12:00pm Noon - 26 minutes. Your attendance is private and not shared with other attendees.

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Copyright © 2021 OverShare Advice and Planning, LLC All rights reserved. This content cannot be copied without express written consent of OverShare Advice and Planning, LLC. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. OverShareAdvice and Planning, LLC is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by OverShare Advice and Planning, LLC in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of OverShare Advice and Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.