Weekly Wednesday Wisdom Webinars April 26, 2023

Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200.

Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices.

In this week’s webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions.

0:00 Introduction

3:09 What is involved in funding a Trust?

9:48 Getting I Bonds from a tax refund, how do I add those to the Trust?

11:29 If I have too many credit cards more than I need, does that help or hinder the credit rate?

12:26 Are you concerned about the dollar remaining the reserve currency, is there anything we should be doing to prepare in case it doesn’t?

15:09 I recently received restricted stock units for my company I’m guessing that I need to add a beneficiary to these after listening to you today or would it be better to make the Trust the beneficiary?

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Weekly Wednesday Wisdom Webinars: Your Source of Inspiration and Knowledge

April 26, 2023

Are you seeking a regular dose of inspiration and knowledge to add value to your life? Look no further! Welcome to the Weekly Wednesday Wisdom Webinars, a series of enlightening online sessions designed to empower individuals and broaden their horizons. Taking place every Wednesday, these webinars provide an opportunity for like-minded individuals to come together and learn from experts in various fields.

April 26, 2023, marks an exciting date in the series as it brings forth an exceptional lineup of speakers and topics that promise to captivate and educate attendees. Whether you are interested in personal development, professional growth, or simply gaining new perspectives, this webinar is sure to have something for everyone.

One of the highlights of this week’s edition is a session titled “Unlock Your Potential: The Power of Mindset” by renowned motivational speaker, Mr. John Richards. As an expert in personal development and mindset transformation, Mr. Richards will share valuable insights on how to shift your mindset to unlock your true potential.

Another fascinating session to look forward to is “Leadership in the 21st Century” by Ms. Sarah Thompson, a highly respected executive coach and leadership expert. In this session, Ms. Thompson will explore the evolving landscape of leadership and provide practical advice on how to navigate the challenges and opportunities that arise in today’s fast-paced world.

For those interested in the world of entrepreneurship and innovation, “From Idea to Execution: Building a Successful Startup” is a must-attend session. Led by Mr. Mark Peterson, a seasoned entrepreneur and startup consultant, this session will guide participants through the essential steps of turning an idea into a thriving business venture.

In addition to these captivating sessions, the Weekly Wednesday Wisdom Webinars offer a wide range of other topics, including financial literacy, emotional intelligence, communication skills, and many more. Each session is thoughtfully designed to leave participants with actionable knowledge that can be applied to their lives immediately.

Attending the Webinars is a breeze; simply register through the official website and receive a link to access the webinar on the scheduled date. Thanks to the online format, participants can tune in from anywhere in the world and have the opportunity to engage with the speakers through live Q&A sessions.

Moreover, for those unable to attend in real-time, recordings of each session will be made available for registered participants to access at their convenience. This feature allows individuals to revisit the valuable content and reinforce the learning experience.

Whether you are a student, a working professional, or someone who seeks personal growth, the Weekly Wednesday Wisdom Webinars are a valuable resource that should not be missed. The insights offered by the esteemed speakers and the opportunity to connect with like-minded individuals make these webinars an extraordinary platform for personal and professional development.

So mark your calendars for April 26, 2023, and get ready to embark on a journey of enlightenment and growth. Register today and take the first step towards a more inspired and knowledgeable version of yourself. Don’t miss out on this exclusive opportunity to tap into the wisdom of industry leaders and unlock your full potential!