Free Seminars in Your Area

Asset Preservation Workshops

Tuesday, September 21, 2021
10:00am – 12:00pm AND ALSO 6:00pm – 7:30pm
The Publick House (Crafts Hall), 277 Main Street, Sturbridge, MA 01566

Reservations Required: Call 508-538-9141

Wednesday, September 22, 2021
10:00am – 12:00pm • The Boylston Room – East (Keystone Mills), 122 Pleasant Street, Easthampton, MA 01027

Reservations Required: Call 413-391-0010

Thursday, September 30, 2021
10:00am – 12:00pm • Ashland VFW at Marconi’s Company Event Center, 311 Pleasant Street, Ashland, MA 01721

Reservations Required: Call 508-538-9141

Tuesday, October 5, 2021
10:00am – 12:00pm • Castle of Knights, 1599 Memorial Drive, Chicopee, MA 01020

Reservations Required: Call 413-391-0010

    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.


    • 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!