Skip to main content

Wednesday Wisdom Webinars: Weekly Sessions for April 26, 2023


Weekly Wednesday Wisdom Webinars April 26, 2023 Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. In this week's webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions. 0:00 Introduction 3:09 What is involved in funding a Trust? 9:48 Getting I Bonds from a tax refund, how do I add those to the Trust? 11:29 If I have too many credit cards more than I need, does that help or hinder the credit rate? 12:26 Are you concerned about the dollar remaining the reserve currency, is there anything we should be doing to prepare in case it doesn't? 15:09 I recently received restricted stock units for my company I'm guessing that I need to add a beneficiary to these after listening to you today or would it be better to make the Trust the beneficiary? Visit our website to learn more ...(read more)



LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
Weekly Wednesday Wisdom Webinars: Your Source of Inspiration and Knowledge April 26, 2023 Are you seeking a regular dose of inspiration and knowledge to add value to your life? Look no further! Welcome to the Weekly Wednesday Wisdom Webinars, a series of enlightening online sessions designed to empower individuals and broaden their horizons. Taking place every Wednesday, these webinars provide an opportunity for like-minded individuals to come together and learn from experts in various fields. April 26, 2023, marks an exciting date in the series as it brings forth an exceptional lineup of speakers and topics that promise to captivate and educate attendees. Whether you are interested in personal development, professional growth, or simply gaining new perspectives, this webinar is sure to have something for everyone. One of the highlights of this week's edition is a session titled "Unlock Your Potential: The Power of Mindset" by renowned motivational speaker, Mr. John Richards. As an expert in personal development and mindset transformation, Mr. Richards will share valuable insights on how to shift your mindset to unlock your true potential. Another fascinating session to look forward to is "Leadership in the 21st Century" by Ms. Sarah Thompson, a highly respected executive coach and leadership expert. In this session, Ms. Thompson will explore the evolving landscape of leadership and provide practical advice on how to navigate the challenges and opportunities that arise in today's fast-paced world. For those interested in the world of entrepreneurship and innovation, "From Idea to Execution: Building a Successful Startup" is a must-attend session. Led by Mr. Mark Peterson, a seasoned entrepreneur and startup consultant, this session will guide participants through the essential steps of turning an idea into a thriving business venture. In addition to these captivating sessions, the Weekly Wednesday Wisdom Webinars offer a wide range of other topics, including financial literacy, emotional intelligence, communication skills, and many more. Each session is thoughtfully designed to leave participants with actionable knowledge that can be applied to their lives immediately. Attending the Webinars is a breeze; simply register through the official website and receive a link to access the webinar on the scheduled date. Thanks to the online format, participants can tune in from anywhere in the world and have the opportunity to engage with the speakers through live Q&A sessions. Moreover, for those unable to attend in real-time, recordings of each session will be made available for registered participants to access at their convenience. This feature allows individuals to revisit the valuable content and reinforce the learning experience. Whether you are a student, a working professional, or someone who seeks personal growth, the Weekly Wednesday Wisdom Webinars are a valuable resource that should not be missed. The insights offered by the esteemed speakers and the opportunity to connect with like-minded individuals make these webinars an extraordinary platform for personal and professional development. So mark your calendars for April 26, 2023, and get ready to embark on a journey of enlightenment and growth. Register today and take the first step towards a more inspired and knowledgeable version of yourself. Don't miss out on this exclusive opportunity to tap into the wisdom of industry leaders and unlock your full potential! https://inflationprotection.org/wednesday-wisdom-webinars-weekly-sessions-for-april-26-2023/?feed_id=114129&_unique_id=64a4819296a46 #Inflation #Retirement #GoldIRA #Wealth #Investing #2023 #401k #cela #certifiedelderlawattorney #CertifiedFinancialPlanner #chrisberry #elderlaw #financialadvisor #fixedindexedannuity #ira #ladybirddeed #limitedliabilitycompany #LLC #march1 #Medicaid #nursinghomecare #Retirement #ROTH #rothconversions #RothIRA #traditionalIRA #universallifeinsurance #webinar #wednesdaywebinar #weeklywebinar #weeklywednesdaywisdomwebinar #weeklywednesdaywisdomwebinars #weeklywisdom #wisdomwebinar #SpousalIRA #2023 #401k #cela #certifiedelderlawattorney #CertifiedFinancialPlanner #chrisberry #elderlaw #financialadvisor #fixedindexedannuity #ira #ladybirddeed #limitedliabilitycompany #LLC #march1 #Medicaid #nursinghomecare #Retirement #ROTH #rothconversions #RothIRA #traditionalIRA #universallifeinsurance #webinar #wednesdaywebinar #weeklywebinar #weeklywednesdaywisdomwebinar #weeklywednesdaywisdomwebinars #weeklywisdom #wisdomwebinar

Comments

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k'