Retirement and Estate Planning: How To Avoid Unnecessary Taxes, Probate & Wealth Loss

Join us LIVE on July 1 at 5pm CST for an eye-opening discussion on Retirement and Estate Planning – and why being unprepared can cost you time, taxes, and your hard-earned wealth. In this special Streamyard broadcast with Marc Tomei, we'll explore the critical steps to protect your retirement savings and estate while uncovering the unintended consequences of poor planning: How probate can tie up your assets for months or years – and drain thousands in fees Unexpected tax hits that erode your legacy Common mistakes that lead to lost time, family disputes, and unnecessary wealth erosion Practical strategies for wills, trusts, beneficiary designations, and more to safeguard what you've built Mark your calendar now: Date: Wednesday, July 1 Time: 5pm CST/6pm ET (NOTE Change) Platforms: Facebook and YouTube Live