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Financial Planning

Thursday August 16, 2018
2:00 PM until 3:30 PM

For the Advanced Retirement Planning Strategies workshop, attendees will learn about:

* Estate Planning- Wills vs. Trusts- Learn how to avoid probate.*

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

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

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

* Fixed and Fixed Indexed Annuities- Learn how 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- Learn about the benefits and disadvantages.

* Social Security- Learn about the major rule changes effective in 2016.

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

Location: Auditorium
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This page last updated : EK/TK FALCON 2018.12.06 - 8:50 PM
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