At Goodman Lifetime Wealth Strategies we take an educational based approach in everything we do.
Awareness is the first step to making optimal choices.
Access "Learn How To Eliminate Income Tax During Retirement" at your convenience...
Key Points covered include:
Be Careful of General advice & General Opinions
Investment & Insurance Strategies
Types of People & Situations These Concepts are Typically Most Applicable For
Suggested Things to Look For & Be Aware of When Implementing These Strategies
Some People Pay Zero Taxes on Their Social Security Benefits, Others Are Taxed on Up to 85% of Their Benefits, Learn the Why & How (Hint...The Webinar Lays Out How to Get to Zero!)
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Local educational events have been postponed due to the Covid19 situation.
Our most recent live webinar was Wednesday May 20th at 12pm.
Watch & Learn - Webinar - Join Independent Financial Advisor & Wealth Management Certified Professional® Adam Goodman as he discusses the impact of the 2020 Secure Act and the Coronavirus Aid, Relief and Economic Security (CARES) Act for retirees. As well as the opportunities and concerns he sees moving forward and the financial strategies he views as often most attractive in the current environment. Time permitting there will be open Q & A
Educational Seminars & Webinars General Information
The financial world is ever-changing, the options that were preferred decades ago are often not the optimal choices anymore.
As in every industry there are those that resist change and progress as well as those that innovate and recognize the enhancements that new ideas, new technologies and new solutions often provide.
Within this storm of change, information overload and conflicting perspectives the individual is left with the task of sifting and sorting their way through to hopefully achieving and or maintaining financial independence…
Adam Goodman’s goal is to be of value and service to as many people as he can, people that strive toward the ideal of achieving or maintaining financial independence.
The primary method of achieving that is providing group educational workshops and presentations throughout the Las Vegas area.
These presentations can be customized, typically are 1 hour, and can be accompanied by open Q &A.
These topics are most often presented to those already retired or approaching retirement, and often to residents of local age 55 and older communities including Siena, Sun City Aliante & Sun City Summerlin.
10 Steps to a Secure Retirement
Investment Strategies for the 21st Century
Having an Investment Decision Making Process
Annuities – Good, Bad & the Ugly
Managing the Distribution Phase of your Retirement Plan
Uncovering the benefits of Fixed Indexed Annuities
Long Term Care Protection Planning
Life Insurance – The Living Benefits
Minimizing Income Tax in Retirement
Protecting & Maximizing Your Financial Legacy
Healthcare, Social Security & Taxes
As a self-employed business owner himself he understands the obstacles facing many young professionals, self-employed individuals and entrepreneurs. Adam can be of value in helping them plan appropriately to protect their current lifestyle as well as create their desired future one!
Building a Solid Financial Foundation
How to Eliminate Income Tax During Retirement
From being of value throughout our community by sharing ideas, best practices and a modern perspective when it comes to financial options and decisions, to quality conversations with potential new clients after they attend our educational workshop’s, over the years for us and attendees educational workshops have worked well, and we will continue to provide them for the foreseeable future throughout our community as the need and demand warrant.