Tax and Estate Planning Update
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IN THIS EPISODE OF THE KEY TO RETIREMENT™ PODCAST…
I interview Mark Echlin, President of Simple Insurance Solutions. Mark is a tax and estate planning specialist and he updates me on some of the most pivotal changes that are currently taking place in the world of tax and estate planning. The bottom line is the department of finance is making some drastic changes that will negatively affect those who wait to put in place their tax and estate plan.
And if you’d like to get a jump start on finding the answers to your key financial planning questions, using our proven system, you can book your risk free, no-obligation initial meeting. One of our specifically trained Certified Financial Planners will be pleased to walk you through The KAIZEN Financial Planning Process™.
Visit us online, at www.ironshield.ca, to obtain our contact information, then simply call or email to book your free initial meeting.
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ITEMS MENTIONED IN THIS EPISODE
- The KAIZEN Financial Planning Process™
- Six Mistakes Retirees Make With Their Finances (And How To Avoid Them!)
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