Free Seminars in Your Area

ASSET PRESERVATION WORKSHOPS
For Retirees and People over 55

2021 Update of:

Federal Estate Tax Laws • Medicare & Medicaid Issues • Taxation of Social Security & Probate Laws • Rules and Regulations to Help Protect You From Nursing Home Costs.

Upcoming Workshops:

Tuesday, June 22, 2021
10:00am – 12:00pm • Castle of Knights, 1599 Memorial Drive, Chicopee, MA 01020

Reservations Required: Call 413.391.0010

Thursday, June 24, 2021
10:00am – 12:00pm • Publick House – Paige Hall, 277 Main St., Sturbridge, MA 01566

Reservations Required: Call 508.538.9141

Tuesday, June 29, 2021
10:00am – 12:00pm • MAIA Building, 91 Cedar St., Milford, MA 01757

Reservations Required: Call 508.538.9141

    TOPICS DISCUSSED AT THE WORKSHOPS:

    • COVID-19 AND THE ECONOMY: Learn the latest on how your retirement assets and legacy could be at risk.
    • POSSIBLY AVOID MEDICAID TRAP: How to potentially protect your assets from Catastrophic Illness and Nursing Homes without purchasing Traditional Nursing Home Insurance.
    • LEARN: Facts about what is exempt from Nursing Home attachment.
    • TAXES: How to potentially lower or eliminate taxes on Social Security, Interest Income, Capital Gains, and Taxes upon death.
    • HOW TO: Potentially increase your spendable income.
    • PROBATE: Trusts, Lawsuits and Legal Issues.
    • WALL STREET: Learn how to potentially protect your principal
    • BANKS: Advantages and Disadvantages.

    This important and timely information is intended to answer the questions that many of us have in regards to our retirement futures.

    Seating is limited.
    Nothing will be sold.
    NO admission charge – No fee consultation.
    The best workshop you will ever attend!

    Looking to learn more?

    Get in touch today!