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       Free Advanced Wealth Webinar Presented by 

AVOID IRA/401k

BENEFICIARY BLUNDERS 

No charge. Informational only. Nothing will be sold.

Register Now:

Free Advanced Webinar to Learn:

  1. The Most Common IRA/401k Beneficiary Mistakes – and how to avoid them.
  2. How to Protect Your Loved Ones – Ensure your surviving spouse and children are financially secure.
  3. How to Minimize Taxes and Penalties – Learn strategies to legally keep more of your savings in your family’s hands.
  4. When and How to Use Trusts as Beneficiaries – Discover if a trust is right for you and how it can safeguard your assets.
  5. What Happens If You Don’t Act – Real-life consequences of failing to update or properly set up your beneficiaries.
Why Listen to Us?
This webinar is designed by a team of financial experts and PhDs with decades of experience helping people like you protect their retirement savings.
    • We’ve helped thousands of individuals and families navigate the complex rules surrounding IRA and 401k beneficiaries.
    • Our advice is based on proven strategies designed to prevent costly errors and ensure your loved ones are protected.
    • You’ll get clear, actionable steps you can take right away to fix or improve your current setup.
Jeff Camarda

About the Family Wealth Education Institute & Camarda Wealth Advisory Group

*Disclosure: The Webinar presented above is content that was prepared by Family Wealth Education Institute and may have been provided to you by Camarda Wealth Advisory Group (“CWAG”) for educational and/or informational purposes only. Third party content providers may include unaffiliated individuals/entities or affiliated individuals/entities, including Dr. Jeff Camarda, The Wealth Doctor, TaxMaster™, and Family Wealth Education Institute (“FWEI”). Camarda does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Camarda.com website or incorporated herein, and takes no responsibility therefor. You may receive offers from affiliated entities by engaging with their content or clicking into the websites of affiliates. You are not obligated to accept the offers or services or engage with any of our affiliated professionals or entities.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by CWAG), or any non-investment related strategy, structure, or technique, made reference to directly or indirectly in this commentary will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.

Moreover, you should not assume that any discussion or information contained in this commentary serves as the receipt of, or as a substitute for, personalized legal, accounting, tax, insurance, or investment advice. To the extent that a reader/viewer has any questions regarding the individual applicability of any specific issue or topic discussed, he/she is encouraged to consult with the professional advisor of his/her choosing. CWAG is neither a law firm nor a certified public accounting firm and no portion of the content should be construed as legal or accounting advice.

Please remember that if you are a CWAG client, it remains your responsibility to advise CWAG in writing if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

For details, view Camarda Wealth’s Privacy Policy Here

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