Free Seminars in Your Area

Asset Preservation Workshops & Retirement Income Security Workshops

Tuesday, January 18, 2022 – Asset Preservation
SNOW DATE: January 24
10:00am – 12:00pm • Irish Cultural Center of Western New England • 429 Morgan Road, West Springfield, MA 01089

Reservations Required: Register Online or Call 413-391-0010

Tuesday, January 25, 2022 – Asset Preservation
SNOW DATE: January 27
10:00am – 12:00pm • Crissey Farm• 426 Stockbridge Rd. (Route 7), Great Barrington, MA 01230

Reservations Required: Register Online or Call 413-391-0010

Tuesday, February 1, 2022 – Asset Preservation
SNOW DATE: February 3
10:00am – 12:00pm • Ludlow Country Club • 1 Tony Lema Drive, Ludlow, MA 01056

Reservations Required: Register Online or Call 413-391-0010

Tuesday, February 15, 2022 – Asset Preservation
SNOW DATE: February 17
10:00am – 12:00pm • John Boyle O’Reilly Hall • 17 Willow Street, Westborough, MA 01581

Reservations Required: Register Online or Call 508-538-9141

ASSET PRESERVATION WORKSHOP
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.

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!

RETIREMENT INCOME SECURITY WORKSHOP

For Retirees and People over 55

2021 Social Security Update

TOPICS DISCUSSED:

  • Social Security Facts to know before applying
  • Taxation of Social Security Benefits.
  • Will Budget Reform affect your retirement income?
  • Determine your FRA and increase your monthly benefit
  • How to build delayed retirement credits
  • Forecasting your income needs

Making the best decision about when to apply for Social Security is a very complex decision, and making the right choice can have a substantial effect on your income and standard of living in retirement. 

Seating is limited.
Nothing will be sold.
NO admission charge – No fee consultation.

EVENT REGISTRATION

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