EDUCATIONAL WEBINARS
Five Key Areas of Retirement Planning
VIDEO CONTENTS
00:33​ - STEP 1
- Pension Max

04:41​ - STEP 2
- Investment THREE Bucket System

11:05​ - STEP 3
- Retirement Plan

13:17​ - STEP 4
-Tax Strategies

18:41​ - STEP 5
- Asset Protection

​22:09​ - Summary
This video is meant for educational purposes only. Please consult a trained advisor prior to implementing any strategy mentioned. We are not acting in the role of a legal, tax or investment advisor by presenting this information to you. This webinar is intended to provide you with concepts and ideas that you may not have known or perhaps have overlooked in retirement. If you would like more information, please contact our office for detail specifics and printed illustrations that meet the full disclosure requirement.
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Burleson, TX 76028

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The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

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