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You are here: Home / Dallas Fort Worth Retirement Planners / DFW Retirement Radio: Top 10 Estate Plan Mistakes

Apr 01, 2016

DFW Retirement Radio: Top 10 Estate Plan Mistakes

(DALLAS – FT. WORTH-DFW Retirement Radio News)  DFW Retirement Radio is on the air!   Your hosts are the team from DFW Retirement Planners based in Dallas and Ft. Worth.   Listen Saturday from 10-11 AM on 1080 KRLD Radio and 2-3 PM on 820 WBAP Radio.

On This Weekend’s Program:

Top 10 Estate Planning Mistakes:   Estate Planning mistakes can really hurt the people who mean the most to us.  Alan Maples, estate planning attorney from DFW Retirement Planners, will review the top 10 mistakes with regard to wills, trusts and estate plans.

Top 10 Estate Plan Mistakes - Saturday on DFW Retirement Radio
Top 10 Estate Plan Mistakes – Saturday on DFW Retirement Radio

Retirement’s Full 360:   Investments are a big part of success in retirement and so are some other important areas such as tax planning, maximizing social security and medicare benefits and putting together an effective will and estate plan.  We’ll talk about how DFW Retirement Planners helps our clients manage these important areas of retirement planning.

Financial Literacy Month:    April is Financial Literacy Month and we’ll be airing the first of our series on what it means to be financially literate.   Britni Levensailor and Pete Thomson will talk about teaching financial literacy to our kids and grand kids.

DFW Retirement Radio is sponsored by DFW Retirement Planners, located in Dallas and Ft. Worth, Texas. For more information or to schedule a complimentary retirement plan check-up and review, call 1-888-Piggy Bank (1-888-774-4492). DFW Retirement Radio is produced by McQ Media Inc.

 

 

 

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement Planners, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, Fort Worth - Dallas Financial Advisors Tags: Alan Maples, Britni Levensailor, DFW Retirement Planners, DFW Retirement Radio, Financial Literacy Month, KRLD, Pete Thomson, WBAP, Wills & Estate Plans

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Fort Worth Location
6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

Dallas Location
17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

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DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

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(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important to the team at DFW Retirement Planners.  Senior Planner Britni Levensailor said recently, "A big part of our year is working with non-profits who are Read More

Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
Dallas Location: 17300 Dallas Parkway Suite 3190, Dallas TX 75248

Call 817-569-7600 or 888-7-PIGGY-BANK (888-774-4492)

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