ACG Women's Event was a success!

Advanced Capital Group recently hosted a wine and cheese event. Joanne Giardini-Russell was our guest speaker. She shared her passion for legacy planning. Please visit her website HERE where you can take her short online survey.  

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We had great questions about the rules behind ROTH IRA's, 401Ks and other saving vehicles. The biggest topic of conversation was how to understand Auto & Home Insurance. Many learned the liability that they may be exposed to.

For example: Would you be upset if the vehicle that killed or injured a family member was un-insured or under-insured? What is your liability exposure?

Joanne Giardini-Russell, Legacy Planner

Joanne Giardini-Russell, Legacy Planner

Because the Social Security Administration does not mail your Social Security Statement any longer, Joanne suggested to go online; www.ssa.gov, and enroll to get your current statement.

If you have any questions regarding the issues above, please give my office a call. 

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By clicking the links above you are leaving our website.  Advanced Capital Group nor Global Financial Private Capital have no affiliation with the website represented, are not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein.

Posted on November 30, 2013 .