Insight by NITP, Inc.

Your Financial Planning Team – Don’t Sell Yourself Short

Insight by NITP, Inc.

July 1, 2019 – Host Bob Leins, CPA® and co-host John Elliott, Federal Benefits Specialist, NITP, welcome John Jilek, CFP® will talk about the importance of having a professional team of advisors who can help you successfully transition to retirement.  This team includes Federal benefits, legal, tax, estate planning and financial experts.

Today’s guests will talk about:

  • How to choose professionals
  • Eliminate the worry of losing out on:
    • Potential returns
    • Tax savings
    • Lack of insurance coverage
    • Estate costs that could be avoided

For questions  or comments, email us in advance at ForYourBenefit@nitpinc.com

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