EventKeeper Calendar : Event Download


Name Retirement Planning Strategies
Start 2018/05/22 at 02:00:00 PM
End 2018/05/22 at 03:30:00 PM
Description (old)
Retirement Planning Strategies

Presented by SOFA (The Society for Financial Awareness) - This program is free and open to the public, and does not promote any specific financial products. Registration appreciated.

Estate Planning- Wills vs. Trusts - avoid probate.*

Durable Power of Attorney, HIPPA compliant Medical Power of Attorney, Health Care Proxy and Pour-over Will.*

Life Estates - how to protect your real estate from nursing home liens.*

Nursing Home/Medicaid Rules - 5 year look back and asset limitations for single and married taxpayers.

Fixed and Fixed Indexed Annuities - they provide principle guarantees and tax deferred growth.

Lifetime Income Annuities - Create a lifetime income that you cannot outlive.

Lump Sum vs. Pension Income Payouts - benefits and disadvantages.

Social Security - major rule changes effective in 2016.

*Disclaimer: This is an educational workshop. We are not attorneys and we are not providing legal advice.

Description (new)
Retirement Planning Strategies

Presented by SOFA (The Society for Financial Awareness) - This program is free and open to the public, and does not promote any specific financial products. Registration appreciated.

Estate Planning- Wills vs. Trusts - avoid probate.*

Durable Power of Attorney, HIPPA compliant Medical Power of Attorney, Health Care Proxy and Pour-over Will.*

Life Estates - how to protect your real estate from nursing home liens.*

Nursing Home/Medicaid Rules - 5 year look back and asset limitations for single and married taxpayers.

Fixed and Fixed Indexed Annuities - they provide principle guarantees and tax deferred growth.

Lifetime Income Annuities - Create a lifetime income that you cannot outlive.

Lump Sum vs. Pension Income Payouts - benefits and disadvantages.

Social Security - major rule changes effective in 2016.

*Disclaimer: This is an educational workshop. We are not attorneys and we are not providing legal advice.

\n\nContact: Tina McEvoy : 978-433-0330 : tmcevoy@cwmars.org
Location Library Meeting Room
DateTime Stamp 2018/05/27 at 07:45:00 PM
UID 20180527T234500Z@eventkeeper.com


We are now testing the newer version of the iCalendar specification (based on rfc5545).
For now, you can choose between the old and the new version.

Click here to download this event to MS-Outlook (older version).

Click here to download this event to iCal (newer version)

Display both iCalendar files

Close this Window