Free Seminars in Your Area
Asset Preservation Workshop:
Wednesday, Mar. 29, 2023
6:00pm – 7:30pm • West Springfield Council on Aging (Senior Center) • 128 Park Street, West Springfield, MA 01089
Reservations Required: Register Online or Call 413-391-0010
Asset Preservation Workshop:
Tuesday, Apr. 4, 2023
10:00am – 11:30am • Crissey Farm • 426 Stockbridge Road (Route 7), Great Barrington, MA 01230
Reservations Required: Register Online or Call 413-391-0010
Asset Preservation Workshop:
Tuesday, Apr. 18, 2023
10:30am – 12:00pm • Isles Yacht Club • 1780 West Marion Ave., Punta Gorda, FL 33950
Lunch Served • Reservations Required: Register Online or Call 239-256-7850
Retirement Income Security Workshop:
Thursday, Apr. 20, 2023
10:30am – 12:00pm • Cafe Venice Restaurant • 101 W. Venice Ave., Venice, FL 34285
Lunch Served • Reservations Required: Register Online or Call 941-770-3050
Asset Preservation Workshop:
Tuesday, May 9, 2023
6:00pm – 7:30pm • Gardens of Wilbraham • 2 Lodge Lane, Wilbraham, MA 01095
Reservations Required: Register Online or Call 413-391-0010
Asset Preservation Workshop:
Tuesday, June 13, 2023
6:00pm – 7:30pm • Castle of Knights • 1599 Memorial Drive, Chicopee, MA 01020
Reservations Required: Register Online or Call 413-391-0010
ASSET PRESERVATION WORKSHOP
For Retirees and People over 55
2023 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
2023 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
Looking to learn more?
Get in touch today!