It’s a fact of life that accidents sometimes happen. And if you’re entitled to settlement money, you’d better know what to do with it. So today I break down how to handle a financial windfall from a personal injury settlement.
Whether it’s whiplash or life-altering injuries, I walk you through the critical first steps (spoiler alert: call a personal injury attorney!) and then give you a five-tiered framework for managing the money wisely, AND tax-free. I’ll show you how to use your settlement to pay off debt, supercharge your retirement plan, and create a long-term plan for your future.
This one’s about protecting what’s rightfully yours – and CAPitalizing on it like a pro!
Important Information:
You should always seek counsel of the appropriate advisor prior to making any investment decision.
Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC.
The people and companies mentioned in this presentation are not affiliated with or endorsed by LPL Financial or CAPitalize Your Finances. LPL ART-634876 (11/24)