Timothy Sumer

Owners of medical practices and businesses, as well as high net worth individuals, face significant liability risk -- not only from product liability or malpractice that may arise from their business or profession, but also as employers, real estate owners and parents. This presentation will explain common liability traps, dispel common myths about asset protection and identify the "Best Practices" in the following areas: - Using the proper entities for a business or professional practice - Shielding real estate, equipment, intellectual property and other business assets from lawsuits - Safeguarding your personal and business cash flow - Protecting personal assets, including qualified plans, IRAs, liquid investments and the home ABOUT THE PRESENTER: David B. Mandell, JD, MBA is a principal of OJM Group. David is an author, former attorney, and renowned authority in the fields of risk management, asset protection and financial planning. As a writer, David co-auth...

The concept of 401k plans was not created till 1980! Pensions plans are now mostly a thing of the past. Companies have shifted the responsibility of saving for retirement from themselves to their employees. With the right timing and a well-thought-out financial plan, you can better secure your financial future. Reach out to Murrell Winter to help create a personalized financial plan and make the most of your social security timing. #investing #socialsecurity #financialplan #financialadvisor #MurrellWinter #SWANRetirementStrategies #RetirementPlanning #Safety #Security #Fixed #Investments #Stocks #Shares #Bonds #RealEstate #Dividends #HighNetWorth #Retirement #Income #RothIRA #CharlesSchwab #CreateWealth #RetirementIncome #Annuity #Insurance #SelfFundedPension #Taxes #IRS #FYP #ForYouPage #HighNetWorthIndividual #Church #Foundation #DROP #DROPProgram #Florida #Wealth #SocialSecurity #Pension #InvestmentPlan #FRS #FloridaRetirementSystem #LawEnforcement #Firefighter #SchoolTe...