At South Coast we understand the importance of ensuring that our clients can both enjoy the fruits of their hard work during their retirement years and also leave a lasting legacy for their heirs after they’re gone. Jackson National has multiple platforms that allow investors the unique ability to grow a portion of their portfolio for the benefit of the generations to follow on a tax-deferred basis and also direct when and how the benefit of that legacy can be accessed. South Coast has invited David Walker, Regional Vice President, to join us for a lunch discussion on Wednesday, August 23rd to illustrate how investors can create a “family pension plan” to provide meaningful help supplementing retirement income for their heirs decades down the road.
Please RSVP to join us for lunch on Wednesday, August 23rd.