Exclusive Webinar for Corporate Employees:
Corporate employees with substantial retirement assets need regular estate planning reviews to address changing laws, family circumstances, and asset values that affect legacy planning and family financial outcomes. This session provides frameworks for evaluating your current estate plan against 2026 circumstances, examining common areas where plans become outdated, including beneficiary designations, trust provisions, and tax planning strategies. You'll learn how to identify potential issues in existing plans, understand when professional review becomes appropriate, discover planning opportunities that may have emerged since your last update, and explore coordination strategies between estate plans and corporate benefits, including retirement accounts, life insurance, and stock options that support tax efficiency and family legacy goals.
Topic: Gaps in Your Estate Plan? Avoid Major Estate Planning Mistakes!
Date: 7/9/26
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Michael Corgiat
Topics Will Include:
- Learn about tax-friendly states for retirees and how tax laws can impact your overall retirement income and savings.
- Understand how mortgage rates can impact your overall housing costs and long-term financial planning in retirement.
- Discover how regional variations in the cost of living can impact your retirement budget and lifestyle choices.
- Understand how housing prices can affect your retirement plans, including downsizing, relocating, or purchasing a second home for retirement.
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage corporate employees to reserve their spot at the earliest to benefit from this exclusive opportunity.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
A little bit more about Michael Corgiat
Michael Corgiat prides himself on helping corporate employees make their transition into retirement. He has been working with corporate clients for over 25 years. In his free time, he enjoys visiting national parks and spending time with his grandsons.
About The Retirement Group
The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.
Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.
Disclaimer
Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.
Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.