Work From Home, Plan From Home

Playing Defense in an Offensive Economic Environment

​​Join Attorney Kelly Parks and Financial Adviser Sean Stark as they review income and retirement management in this era of constant change.  Protect your money using DLRRs: Discovery, Learning, Research and Respond

Series 1: Gathering Your Assets

• What documents do I need to start?
• What has been done already?
• What needs to be updated?   

               Who are the guardians of my children?
               Who are my beneficiaries?

• How has my retirement been affected?
• Are my children with special needs provided for?
• Have I made any long term plans?

                Medicaid? Living Care Facility Chosen?
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Series 2: Learn

• What are Advance Directives?
• Understanding SECURE Act and CARES Act
• When is the right time for Medicaid planning?
• Financial planning and estate probate
• What changed because of my divorce?
• What do I do first?
• Debt vs Savings (Should I pay my house off?)

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Series 3: Research

• ​Research your Financial Team: Advisor, Attorney, Accountant; Your Retirement Side Assistance!
• Who will I name as guardian of my children?
• Where would I (or my parents) like to live out golden years?
• Which investments will benefit me most now?

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Series 3: Respond

• Beginning  with the end in mind-  why plan now?
• Income management
• Virtual Advising
• IRA/ Roth IRA's and conversions
• Insurance- Life, LTC & Hybrid products, Annuities

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