AdvancedFolio Capital Management

09/13/2023

Financial Planning Today...the world has changed and so should your finances!

Join 30-year financial industry veteran, Eric Weschke for an informative educational class for adults ages 60-75.

In this class, you will discover what it takes to retire and stay retired in today's volatile economy! Discover...

> How the financially savvy are preparing for 2024 (without locking their money up in an insurance product.)

> What the 30-trillion dollar national debt means for your retirement

> Why taxes have to go up and how to determine if a Roth conversion is right for you

> Estate Planning Secrets of the Wealthy

> How to protect your money from nursing homes and medical bills!

> AND the key factors retirees MUST consider in today's economic environment

Eric has been featured on Fox, NBC, ABC, and CBS news websites. He helps hundreds of clients maximize their retirement savings while saving money on taxes.

When: Thursday @ 6:30pm Eastern
Where: Online
Register Today!!!

Free Webinar

08/21/2023

Worried about your life savings? Wondering how to best protect it from the coming economic tsunami? The US is facing one of the greatest economic challenges of all time, persistent inflation, high interest rates, 30-trillion in national debt, a deadlocked Congress, and a highly contentious election.

Join 30-year financial industry veteran, Eric Weschke for an informative educational class for adults ages 60-75. In this class, you will discover what it takes to retire and stay retired in today's volatile economy!

In this class you will learn:

> How the financially savvy are preparing for 2024 (without locking their money up in an insurance product.)

> What the 30-trillion dollar national debt means for your retirement

> Why taxes have to go up and how to determine if a Roth conversion is right for you

> Estate Planning Secrets of the Wealthy

> How to protect your money from nursing homes and medical bills!

> AND the key factors retirees MUST consider in today's economic environment

Eric has been featured on Fox, NBC, ABC, and CBS news websites. He helps hundreds of clients maximize their retirement savings while saving money on taxes.

When: Thursday @ 6:30pm Eastern
Where: Online
Register Today!!!

Free Webinar

08/02/2023

Wondering how much to convert to Roth this year? The current tax rates are set to expire in 2026. Now is the perfect time to take advantage of these historically low tax rates!

Join 30-Year Financial Industry Veteran, Eric Weschke for an informative and education webinar on Roth Conversions. Get the information you need to make the best decision for your financial future. Don't let Uncle Sam be the biggest beneficiary of your hard work!

Discover how to determine exactly how much you should convert to save the most on taxes! Register today! r how to determine exactly how much you should convert to save the most on taxes! Register today! and when a Roth Conversion is right for you.

Eric has been featured on Fox, NBC, ABC, and CBS news websites. He helps hundreds of clients maximize their retirement savings while saving money on taxes.

When: Tuesday @ 6:30pm Eastern
Where: Online
Register Today!!!

Free Webinar

07/25/2023

Wondering if you should do a Roth Conversion this year?

Join 30-Year Financial Industry Veteran, Eric Weschke for an informative and education webinar on Roth Conversions. Get the 411 and discover if and when a Roth Conversion is right for you.

Webinar: The 411 on Roth Conversions
When: Tuesday @ 6:30pm Eastern
Where: Online

Register Today!!!

Free Webinar

06/20/2023

Free Webinar Reveals how to stop losing money to market volatility - without buying an annuity, or locking your money up!

Join 30-year financial services veteran Eric Weschke, as he shows step-by-step how investors ages 65-75 can ditch the wild ride of the stock market...without buying an annuity!

When: This Wed @ 6:30pm
Where: Online
Register Today!

>> https://register.advancedfolio.com/stop-market-volatility/

06/09/2023

Free Webinar Reveals how to stop losing money to market volatility - without buying an annuity, or locking your money up!

Join 30-year financial services veteran Eric Weschke, as he walks through how investors ages 65-75 are protecting themselves from this crazy roller coaster ride we call the stock market.

When: This Wed @ 6:30pm
Where: Online
Register Today!

HOW TO BUILD AN INCOME PORTFOLIO IN 2023 Discover the biggest secret that your broker and insurance agent don't want you to know about building an income producing portfolio. Hint: it isn't about how much you make but how much you keep that matters in retirement!

04/20/2023

This reminds me of the old saying, nobody got sued for buying IBM. Is your advisor using an IBM portfolio, or are they actually looking out for you best interest?

04/20/2023

Don't make this mistake in your portfolio, it could cost you big in retirement!

04/19/2023

Lessons from the Yale endowment for investors! This is a game changer for retirement planning.

04/18/2023

Discover a Strategy That's Killing It In This Market and Can Help Protect & Grow Your Money...

Discover a timeless solution

04/17/2023

Free PDF Reveals the simple strategy that is killing it in this market!

https://register.advancedfolio.com/the-yale-retirement-strategy/