
Live Webinar
Wednesday, July 30th 5:00 PM PST

Wednesday, July 30th 5:00 PM PST
Reserve Your Spot
Discover from Brian Garcia & Marco Esquivel some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RBD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules

Presented By Brian Garcia & Marco Esquivel
NPN #139616871
As a former social worker specializing in financial abuse, I have witnessed firsthand the critical importance of safeguarding one’s financial future. This experience has driven my commitment to helping individuals and families protect their assets and navigate the complexities of financial planning. With a deep passion for education and empowerment, I have devoted my career to equipping clients with the knowledge they need to make informed decisions about their financial well-being. My goal is to provide you with the tools necessary to secure your nest egg and optimize your lifetime income options. I invite you to join me in exploring tailored strategies such as social security updates, Required Minimum distributions, retirement guidance and lifetime income solutions, designed to enhance your financial security and peace of mind. Together, we can create a roadmap that aligns with your long-term goals, ensuring you feel confident and supported every step of the way. Thank you for considering me as your trusted partner in navigating your financial journey. Best regards, Brian Garcia, CFP
Discover from Brian Garcia & Marco Esquivel some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...
Changes to RMD tables in 2025 and what that means for your retirement account
The three new sets of RMD rules for 2025
Push back of RMD for qualified retirement plans and IRAs
Removal of Roth Account Pre-Death RMDs
Reduction of missed RMD penalty tax
Removal of barriers for Life Annuities, Expansion of QLACs and RMD Rules
Reserve Your Spot

Presented By Brian Garcia & Marco Esquivel
NPN #139616871
As a former social worker specializing in financial abuse, I have witnessed firsthand the critical importance of safeguarding one’s financial future. This experience has driven my commitment to helping individuals and families protect their assets and navigate the complexities of financial planning. With a deep passion for education and empowerment, I have devoted my career to equipping clients with the knowledge they need to make informed decisions about their financial well-being. My goal is to provide you with the tools necessary to secure your nest egg and optimize your lifetime income options. I invite you to join me in exploring tailored strategies such as social security updates, Required Minimum distributions, retirement guidance and lifetime income solutions, designed to enhance your financial security and peace of mind. Together, we can create a roadmap that aligns with your long-term goals, ensuring you feel confident and supported every step of the way. Thank you for considering me as your trusted partner in navigating your financial journey. Best regards, Brian Garcia, CFP
Join us from the comfort of your couch.
View on your computer, tablet, or phone!
A Renaissance has begun in the World of Investing
Find the silver lining of opportunities for your life savings.
The IRS requires withdrawals in retirement known as Required Minimum Distributions (RMDs)
If your advisor is not keeping up with the times you are going to be lost.
You can help reduce your tax rate in retirement like never before in your life.
Change seems like a daily occurrence.
These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!
During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors are going to fix retirement.
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