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How to Avoid Three Critical Retirement Planning Mistakes


Webinar + Q&A

Tuesday, May 9th at 5 pm Eastern


With Vantage Self-Directed Retirement Plans & Secure Wealth Planning Group


Join us to learn about three critical retirement planning mistakes people make.

Daniel Ortega, Business Development Specialist at Vantage Self-Directed Retirement Plans, will discuss different SDIRA account plans.

Richard Ehrlich, President and Chartered Financial Consultant at Secure Wealth Planning Group, will discuss three critical retirement planning mistakes. Knowing about these mistakes and understanding the details will give you an edge going forward.

Register for the webinar and join in to fortify your retirement plan.

Vantage Self-Directed Retirement Plans has been on a mission since 2004 to inform Americans about the true investment choices available within their retirement accounts. Once you understand how their alternative asset IRAs and custodial accounts empower you to invest how and where you want, their responsive team is standing by to make the process simple, timely and accurate. They exist to serve alternative investors who want a friendly, knowledgeable and accessible ally to administer their unique assets.

Richard Ehrlich has been helping people with his work at Secure Wealth Planning Group since 1995. He has guided people to make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size, and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about. Richard Ehrlich started his career as a financial advisor with the prestigious firm of Drexel Burnham Lambert, working with Wall Street Geniuses David Kay & Leon Black. After years of working on Wall Street Richard did the unthinkable and moved out of the corporate sector, and founded Secure Wealth Planning Group in Boca Raton, Florida. His goal is to help you put your financial worries behind you and help provide you with a secure financial plan designed to give you true peace of mind.

 

 

Hope you can join us for the webinar!

 

 

 

 

 

 

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