Can A Court Change Your Estate Plan?

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Hear how some recent court decisions are creating questions!

Join Dave and Faisal on More Than Money this Saturday at 3pm, as they chat with estate lawyer Suzana Popovic-Montag, Managing Partner at Hull & Hull LLP, about the surprising conditions under which a court might change your estate plan, and how to make sure your wishes are carried out as you hope.

Plus, don’t miss actuary and author Frederick Vettese, as he joins the show to talk about whether it makes more financial sense to rent or own your home in retirement!

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ARE YOU TRULY PREPARED FOR RETIREMENT?

Retirement is supposed to be your reward after years of hard work, but without the right plan, it can quickly become stressful. As you approach retirement, uncertainty can weigh heavily:

  • Do I have enough saved to retire comfortably and sustain my lifestyle?
  • How will rising inflation and unpredictable markets affect my income?
  • What’s the plan if my health deteriorates or my care needs change?
  • Will I be able to pass on my wealth to my family without unnecessary tax burdens?
  • Am I prepared for the unexpected, like market crashes or medical emergencies?

At Dave and Faisal’s seminar, you’ll discover strategies to ensure you’re financially secure, no matter what life throws your way. From optimizing your investments and reducing taxes to safeguarding your legacy and health, this free seminar is designed to tackle the biggest concerns of those within 10 years of retirement or already retired.

Ensure your retirement is everything you’ve dreamed of, sign up for this exclusive event today!

Sign Up Today
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