Think Like a Millionaire

Thursday, November 21, 2019
6:30 PM - 8:30 PM
Building 43, Adam W. Herbert University Center
Event Type
Special Events
Jesse James
(904) 620-4200
Division of Continuing Education
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Do you use a financial advisor that claims to put you first but charges high and/or hidden commissions? Does your investment strategy result in increased costs, impeding returns, and taking needless risk? Do you need an estate plan tune-up to protect you, your spouse, and your kids? If your answer is yes to any of these questions, then you need to take this class. We will address how to avoid some of the biggest dangers facing investors and how to protect yourself now to create future financial stability. Specific topics for discussion will include introducing you to strategies that ensure you have enough retirement income annuities or life insurance that serves your wealth objectives, protecting your children’s inheritance from divorce and other risks, running background checks on advisors and what red flags to look for, creating a living trust with the right and updated provisions asset protection, and tips for protecting your wealth from financial predators. Use these strategies and think like a millionaire to protect yourself, your loved ones, and your wealth. This is a 2-session course.

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