
Do YOU Plan to Retire One Day?
The SOONER you start your planning, the MORE SUCCESSFUL your retrement will be!
Would you be interested in attending a FREE online seminar providing ideas and solutions to all aspects of planning for & financing your retirement?
Topics that will be discussed include:
- Eliminating Probate
- Maximizing Your Estate
- Minimizing Taxes
- Wills, Living Wills, Durable Power of Attornies, Health Care Proxies, etc
- Trusts
- Taxes (Gift, Estate, Lifetime Limits, etc)
- Planning for Incapacity
- Joint/Spouse Ownership
- Life Insurance, Long-Term Care Benefits, Medicare
Because so many topics will be covered the length of this seminar is an hour & half.
Due this seminar being in a public forum (online) in order for you to have privacy to ask specific questions pertinent to your own retirement/health/finance questions each participant will be granted a free, private, meeting (Zoom, call, etc).
