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Building Intergenerational Wealth & Living a Significant Life Webinar | April 29th at 7 PM

All members of the Parish are invited to participate in a “Building Intergenerational Wealth” and “Living a Significant Life” Zoom presentation

Thursday, April 29

7:00pm

with inspirational speaker and behavioral finance expert Joe Jordan.  

To View the complete brochure and to register, click here.


Disclaimer and Background:

Joe Jordan is a Catholic and a man of Faith.  I have heard his presentation.  He adjusts his points to his audience, but I expect him to really focus on the first point – and the subject of his book – Living a Life of Significance.

He did cover all of the below points.  The normal question is, “Will there be a pitch to buy life insurance or specific investments in this presentation?”

Yes, he is a financial planner and life insurance is considered by many as essential for financial security, along with long-term care, the generation of guaranteed income, social security strategies, and diversity of investments, etc.  His focus will be as the flyer indicates:  Building intergenerational wealth.

 

  • The importance of “Living a Significant Life” that goes beyond merely accumulating wealth
  • Eight steps to financial security
  • Capital markets explained in 5 minutes
  • The importance of having a plan and a partner
  • Why long-term care doesn’t have to be a financial nightmare
  • How to turn hard earned assets into reliable retirement income
  • Protecting your loved ones with life insurance
  • Why patience pays when claiming Social Security
  • Six risks to a secure retirement and how you can insure against them

However, he does NOT make the pitch that you should purchase these things from any specific company, such as the KofC.

 

This is open to ALL Parish members and their families.  We are offering this to every Parish in the Diocese, as well as other parishes throughout the State of PA and parts of NY.

-Paul Brotzen, FICF, FSCP

Assistant General Agent

Saint Katharine Drexel