This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy.
He’ll also be talking about Social Security and how most Americans don’t understand it.
Victor will also discuss why it’s important to prepare for the worst, and how our clients benefited from a Make It Last Plan during the pandemic.
Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.