Take the Estate Preservation Wellness Check Up!
Over the last few years, McKell Partners has conducted over 100 educational workshops on the topic of Estate Preservation. The focus of these two-hour events is to educate pre and post retirees on the importance of developing effective financial strategies to mitigate the risks associated with retirement.
Mark McKell developed The Estate Preservation Wellness Check Up to help workshop attendees better assess their level of financial preparedness and increase their education on the financial strategies necessary for estate preservation and growing wealth.
The Estate Preservation Wellness Check Up asks participants 10 important wellness questions. Respond to each of the below questions by assigning a 1, 2 or 3 to your level of financial preparedness.
The scoring is as follows:
- 1 = Absolutely Confident
- 2 = Somewhat Confident
- 3 = Not Very Confident
Press the More Info button on each topic for Insights From McKell Partners. At the end of The Estate Preservation Wellness Check Up, click the Submit button and your wellness score will be calculated.
The results are as follows:
- 10 = My Estate is Healthy
- 11-20 = My Estate Needs a Doctor
- 21-30 = Rush Me To The Emergency Room!
Several byproducts result from taking this checkup. The most important is an awareness benchmark as to one’s financial preparedness. From this benchmark, pre and post retirees can begin working toward those areas where there are deficiencies. Contact McKell Partners for additional strategic assistance or questions regarding your quest for increased financial preparedness.