Hall Wealth Management Group Presents
Financially Savvy Caregiving: Supporting Your Loved One Without Breaking The Bank
This webinar includes
(2) free Social Security guides
Just press the download button below. NO email or phone number required.
Financially Savvy Caregiving: Supporting Your Loved One Without Breaking The Bank
To RSVP, please click on the blue "RSVP" button above!
Date
Tuesday November 14th, 2023
Time
6 pm-7 pm PT
Location
Lake Forest Community Center (Hickory Room)
100 Civic Center Dr, Lake Forest, CA 92630
**RSVP & SEAT RESERVATION IS REQUIRED TO ATTEND**
Ages: 21+
RSVP to the in-person event includes a Commemorative Tote Bag, Choice of Jimmy John’s Sandwich, Non-Alcoholic Beverage & Raffle Entries for all attendees! Raffle includes Gift Baskets, Starbucks Gift's, Golf Sets, Mug Packs, Specialty Blankets & Much More!
Are you ready to unlock the secrets to providing exceptional care for your loved ones without draining your bank account? Prepare to be enlightened and empowered as we delve into a multitude of crucial topics designed to help you navigate the caregiving journey with finesse:
- Understanding Options: Learn about the wide array of choices available for ensuring your loved one's well-being.
-️ Preventative Measures: Discover proactive steps you can take to prevent financial crises before they occur.
- Quality of Life: Explore ways to enhance your loved one's quality of life while being mindful of your financial resources.
- Crisis Preparedness: Gain essential insights into preparing for unforeseen emergencies with grace and composure.
- Avoiding Crisis Decisions: Find out how to steer clear of making rushed, regrettable financial decisions under pressure.
Time-Sensitive Information: Understand the importance of staying informed and acting promptly when it matters most.
- Cost Saving: Uncover smart strategies to save money without compromising on the quality of care.
- Ask your questions to leading experts in the industry
This event promises to be a game-changer, equipping you with the knowledge and confidence needed to support your loved ones while maintaining financial stability.
Mark your calendars and secure your spot today by RSVP'ing!
Meet our Distinguished Speakers:
Natasha McPherson CLTC- Managing Director of Hall Wealth Management & Owner of Medicarerocks.com
Kodi Campetti, CLTC- Regional Marketing Director of Lincoln Moneyguard
Lynn Faye & Sharon Bartleson- Licensed Pre-Planning Advisors for Cemetery & Funeral at Dignity Memorial
Can't make the in-person event? No Worries! Join us on Wednesday, November 15th 11AM PST/ 2PM EST VIA ZOOM.
Please click the blue "RSVP" above & select tickets to the ZOOM event!
**There are NO gifts, raffles or food given out for attending the virtual event**
Complementary Information
Schedule a complementary call
Natasha Mcpherson, CLTC®
Managing Director
Natasha holds her FINRA Series 7 through LPL Financial as well as her FINRA Series 66 through LPL Financial.
Over the past 10 years Natasha has spent her time in management at a Fortune 500 company, consulting with local businesses in Orange County, and as a business owner herself.
After a first-hand experience of how life can change in an instant after a personal accident then followed by a family member experiencing a long-term caregiving crisis in her family.
Natasha has dedicated her life to ensuring individuals and families are prepared for the unexpected and expected. She believes strongly in holistic medicine, listening, empathy, the importance of embracing differences in a world shared by all and caring for each other.
When she’s not in the office, she’s trying new sushi restaurants, collecting guitars, attempting to play tennis well, hanging with Annabelle the Frenchie, and rocking around town playing electric guitar and bass for various artists and bands as a session musician!
Certification for
Long-Term Care
A professional with a CLTC® designation has acquired the critical tools necessary to discuss the subject of longevity and its acute consequences on a client's family –financially, physically and emotionally – years down the road. The best way to protect families from the potential devastation of long-term care is not to sell a product, but rather, offer advice that leads to a plan to mitigate those consequences.
Areas of Focus
It’s important to note:
Natasha enjoys working with clients of all backgrounds & needs.
More about Natasha
Night Owl
Right here, right now
Dreams By Van Halen
Dependent upon my mood the day of teleportation, Australia or Sweden.
Fuller House
Don’t wait for the right time, make it the right time
When individuals call me after a major health or life event to thank me. Tragic times have been cushioned &families have been prevented from being destroyed because we took the time to sit down together for a thorough needs analysis. This is what I live for.
Andrei S. Hall, CFP®, CRPC®
President, Hall Wealth Management Group
CERTIFIED FINANCIAL PLANNER™
CFP®
Chartered Retirement Planning Counselor℠ CRPC®
Andrei Hall's journey to becoming President of Hall Wealth Management, a Certified Financial Planner, and Chartered Retirement Planning Counselor is not just about professional accomplishments but also an emotional one. Growing up in a blue-collar family, Andrei witnessed the struggle and sacrifice that his parents had to go through to provide him with opportunities for a better life. His father, a Navy serviceman, carried a bullet in his leg for the duration of his life, while his mother worked tirelessly as a housekeeper, often traveling for hours by bus to make ends meet.
These early life experiences instilled in Andrei the values of character, integrity, and compassion. Andrei made a promise to his parents that they would never struggle again. Andrei carried this promise with him throughout his life & career. Andrei ascended the echelons of the corporate world at Xerox, subsequently attaining the positionof Vice President and then Corporate Officer at another illustrious enterprise-- all while concurrently thriving as a successful small business owner and astutereal estate investor. Andrei was compelled to help others following several sudden and untimely losses of family members suffered by his employees. He devoted himself to the meticulous study of tax planning and income distribution with an unwavering commitment to assist individuals in accomplishing their financial planning and investment objectives. His expertise culminated in the establishment of Hall Wealth Management, where he now proudly serves as the distinguished Founder and President, revered for his competitive acumen and unwavering dedication to the financial well-being of his valued clients.
It's this unique combination of personal and professional experience that makes Andrei's perspective on the financial landscape standout. He understands the challenges and opportunities that come with various backgrounds and can provide tailored planning and investment strategies for each of his clients. Moreover, his commitment to honesty, integrity, and transparency - instilled in him since childhood - ensures that his clients receive a personal, professional, and productive approach to working towards their financial goals.
Andrei's story is not just about his professional success, but a testament to the values of hard work, dedication, and empathy that helped him get there.
Ed Slott’s Master Elite IRA Advisor Group
Andrei Hall is proud to be a member of Ed Slott's IRA Advisor Group. This group is comprised of financial professionals dedicated to the IRA industry. As a member of this group, Andrei has access to training modules, bi-annual workshops and regular webinars to further his knowledge and better serve his clients. In addition, being a member gives Andrei access to Ed Slott and his group of technical specialists, who are also attorneys, CPA's and accountants.
Executive Experience
As a former Vice President at Xerox for twenty-five years & former Senior Vice President at Printronix, Andrei also has a profound firsthand understanding in the affairs of executive level compensation along with business assets under management.
Andrei executes expert strategies in providing plans in areas including but not limited to: Retirement Income Planning with a focus on distribution strategies, Estate Planning, Business Succession Planning and Investment Portfolio Design.
America's Retirement
Asset Distribution Professional
Qualified to
What can you afford to lose?
5 minutes of your time and together we can take the guesswork out of your financial future.