On Aug 22nd 2012 , NAAMA MI held a financial presentation in Habib Restaurant Dearborn. Presenters James M. Gasparotto and John M Bussa from Lincoln Financial Advisors summarized the essential steps in sound financial health and estate planning.
– Keys to a sound Financial Planning
– Phases in Life to Plan
– The Accumulation Process
– Tools to Help analyze one’s situation
– Estate and Protection Techniques
– Levels of Estate / Asset Protection Planning
-Distribution Planning at Death