Question 1

Is this event a sales pitch for investment products?

Accepted Answer

No. This is a purely educational session. Nothing will be sold during the event, and no personal financial decisions are required.

Question 2

Who is this event for?

Accepted Answer

It’s designed for professionals, families, and business owners looking to improve their financial security, build long-term savings, and plan ahead for unexpected life events like job loss, illness, or economic shifts.

Question 3

Will I learn anything new if I already have a 401(k) or financial plan?

Accepted Answer

Yes! We’ll explore alternative tools that complement — or strengthen — traditional plans, and that many financial professionals don’t typically discuss.

Question 4

Is this event virtual?

Accepted Answer

Yes. It will be hosted live on Zoom. A link will be sent after registration.

Question 5

Can I ask questions during the session?

Accepted Answer

Absolutely! There will be time for live Q&A at the end of the presentation.

Hidden Financial Tools: How to Build, Protect, and Pass On Wealth