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CONGRATS! YOU'RE BOOKED FOR THE WEBINAR

  •  You are successfully registered and CONFIRMED for this training...now just one more step!

    • DURING THIS FREE WEBINAR, YOU'LL LEARN:

  • The 3 foundational pillars of building wealth

  • ​The proven secrets to MAKING more money in any career

  • ​How to cover your basic living expenses with guaranteed lifetime income

  • ​Time-tested tactics for optimizing your portfolio against inflation

  • ​How to plan for Long Term Care so that you don’t deplete your nest egg


    • More About The Host Kathleen Stapleton

    Kathleen Stapleton, CFP is a fiduciary with over 25 years of experience as an independent advisor. At age 2, her Mom was widowed. She understands the need for planning and the importance of successfully navigating the many issues involved in the distribution of wealth. She was a Master Elite Advisor with Ed Slott and is a CA-registered tax preparer.

    More About Co-Host
    Tom Hegna

    Tom Hegna is a best-selling author, industry renowned speaker, and world-class coach with over 30 years of experience in the financial services industry. As a former First Vice President at New York Life and retired Lieutenant Colonel, he’s spent the last several years of his career becoming the leading voice on all things retirement. Tom has presented all over the world, including over 5,000 presentations across all 50 states.


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