Topics Will Include:
- LEGACY TO HEIRS: Effective resources to help ensure your beneficiaries will receive exactly what you intend.
- TAX REDUCTION STRATEGIES: Help reduce taxes on your Social Security, Capital Gains, Interest Income, & more.
Long Term Care: Methods to help protect your assets should you need Medicaid assistance for Nursing Home Care.
- RISK REDUCTION: Learn strategies to transition away from significant market exposure over to more suitable instruments.
- INCOME PLANNING: Creating supplemental income (you cannot outlive) for inflationary times, unexpected
medical expenses, or simply an enhanced lifestyle.
What You’ll Learn:
- 78% of Americans are living paycheck to paycheck
- Student loans are the second largest debt behind home mortgages
- 50% of retirees have less than 25% saved for retirement
- 45% rely on Social Security as a sole source of income
- Our National Debt is growing faster than our GDP
- The Government estimates that Medicare will be insolvent by 2026 and Social Security by 2034
Learn How To Properly Use Your “IRA & Qualified Plan Assets” in Retirement
Don’t face the unknown without getting a 2nd opinion!
Reserve Your Dinner Seats, Register Today and Join Us for a Special Presentation.