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Patrick Speaks

Oct 28, 2019

  • The importance of creating a retirement plan with a professional.
  • Why do people fail at planning for retirement?
  • How much should you be saving and how do you start if you haven’t already?

Oct 25, 2019

  • Patrick's passion for juicing
  • Tips for getting started
  • Benefits of eating "live" food

Oct 14, 2019

  • Who needs them?
  • What are the benefits?
  • Things to decide when creating a will:
    • Choose your Beneficiaries
    • Name an Executor
    • Name a Financial Power of Attorney
    • Name a Health Care Power of Attorney

Oct 1, 2019

4 Types of Annuities

  • Variable
  • Fixed Index
  • Traditional Fixed
  • Immediate

Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Riders are generally optional and have an additional associated cost.  Annuity guarantees and...