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How to Secure Your Wealth for Future Generations

Watch This Video First! ( Press 🔊 For Sound )

AFTER THIS MASTERCLASS

You’ll come away with

how to create tax-advantaged income

Create tax-free retirement income with smart withdrawals and or loans from your accounts.

Avoid tax triggers

Learn how to reduce taxes on Social Security and retirement income with a strategic provisional income plan.

Preserve your wealth across generations

Engage your family in discussions about tax-efficient inheritance strategies to ensure that your wealth stays intact for future generations.

Protect your legacy

Discover why irrevocable living trusts can safeguard your wealth and avoid the pitfalls of probate court and revocable trusts.

Reclaim your assets

Learn how to file the 1099 to recover bank deposits and keep your wealth secure within the family.

AFTER THIS MASTERCLASS

You’ll come away with

how to create tax-advantaged income

Create tax-free retirement income with smart withdrawals and or loans from your accounts.

Avoid tax triggers

Learn how to reduce taxes on Social Security and retirement income with a strategic provisional income plan.

Preserve your wealth across generations

Engage your family in discussions about tax-efficient inheritance strategies to ensure that your wealth stays intact for future generations.

Protect your legacy

Discover why irrevocable living trusts can safeguard your wealth and avoid the pitfalls of probate court and revocable trusts.

Reclaim your assets

Learn how to file the 1099 to recover bank deposits and keep your wealth secure within the family.

LEARN FROM THE BEST

ANDREA DAVIS

With a background as a licensed business teacher spending over 20 yearsin the public school classroom and an insurance agent licensed in Life,Health, Property, and Casualty insurance, Andrea combines her extensiveknowledge and passion for teaching to educate and create awareness offinancial solutions for your family. Her focus extends beyond just sellingpolicies; she is dedicated to empowering individuals so that they will makeinformed decisions. Andrea is driven by the belief that everyone’shard-earned money should work as hard as they do. Therefore, shefocuses on protecting and growing wealth by minimizing tax burdens andcreating a lasting legacy for future generations. She stands by theeducation and services she offers, ensuring they are ones she personallybelieves in or has seen the benefits from within her own family.

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How to Secure Your Wealth for Future Generations masterclass

LIVE! Saturday January 25th | 12pm EST

Once the seats are gone, registration will close

LEARN FROM THE BEST

ANDREA davis

With a background as a licensed business teacher spending over 20 years in the public school classroom and an insurance agent licensed in Life,Health, Property, and Casualty insurance, Andrea combines her extensive knowledge and passion for teaching to educate and create awareness of financial solutions for your family. Her focus extends beyond just selling policies; she is dedicated to empowering individuals so that they will make informed decisions. Andrea is driven by the belief that everyone’s hard-earned money should work as hard as they do. Therefore, she focuses on protecting and growing wealth by minimizing tax burdens and creating a lasting legacy for future generations. She stands by the education and services she offers, ensuring they are ones she personally believes in or has seen the benefits from within her own family.