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Thursday June 12, 2025 2:00pm - 2:45pm PDT
In this critical session, David Phillips outlines ten essential steps to protect your wealth and secure your financial future in today's unpredictable world. From safeguarding assets against economic volatility to optimizing estate planning strategies, David will guide you through the proactive measures you need to take to ensure your financial fortress remains strong. Whether you're looking to protect your legacy, reduce risks, or ensure your loved ones' future, this session is your blueprint for financial security in a time of chaos.
Speakers
avatar for David Phillips

David Phillips

The Estate Planning Specialist
David T. Phillips is a nationally recognized consumer advocate for insurance, annuities and estate planning with over 42 years of experience. He is the author of bestselling books – Estate Planning Made Easy, The Family Bank Strategy, The 10 Most Common Estate Planning Mistakes... Read More →
Thursday June 12, 2025 2:00pm - 2:45pm PDT
Ventura

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