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Women in Retirement-a Women-ONLY Event!
with M. Alimo
Increase your knowledge and confidence, which will then assist you to make the best decisions for a stress-free retirement!
Ladies, attend this event to learn:
- The most common mistakes people make regarding Social Security, what to avoid, AND how to maximize this benefit!
- Need-to-know strategies to avoid outliving your hard-earned money
- How to create a legacy plan to protect you, your spouse or your heirs from the IRS and probate courts
- How to protect your money from market volatility using the dozens of available options
Social Security Changes: Integrating Them into Retirement
with M. Alimo
When to collect Social Security may be the single most important decision you make in context of planning your retirement. This class is a great opportunity to learn KEY CONCEPTS you’ll need to know BEFORE applying for it.
Depending on your age, Social Security filing strategies may boost lifetime benefits and increase retirement income by tens of thousands. Michael Alimo, a Registered Investment Advisor with a seasoned background in comprehensive financial planning and investment portfolio management, specializing in retirement planning, hosts this seminar.
Michael shares filing timing options available to you, how benefits are calculated and how advanced planning can increase them. Also, how tax filing status could allow you to miss out on significant lifetime sums, avoid outliving retirement funds, and much more.
NO SENIOR DISCOUNT CAN BE APPLIED TO THIS CLASS
Long-Term Care Planning '20: The Truth about Medicaid rules and long-term care costs
with L. Arnold, Esq.
Long-term care is necessary for a lot of people. But long-term care is expensive. VERY expensive. You’ve likely heard horror stories of people losing their houses to pay for care. Or about nursing home costs being over $13,000 per month. What’s worse is the misinformed “advice” that is often heard through the proverbial grapevine:
- "It's OK to give away $15,000 per year."
- "If your money is in a trust, it's safe."
- "You can just give your house to your kids."
These statements aren’t necessarily true! Long-term care planning MUST be done the right way. If it’s not, your assets might be at risk.
Come learn the truth from an experienced elder law attorney. Walk away understanding how you can properly protect your life savings. Learn about Medicaid and how it can help you pay for long-term care costs. Learn strategies to protect money if a crisis arises. Medicaid’s confusing rules, what it takes to apply, who can help you complete an application, and much more will be covered. All students will receive an easy-to-understand Medicaid and planning for long-term care guidebook written by our attorneys.
No Senior Discount Available
What the Heck is a Trust? Do I Need One? for '20
with L. Arnold, Esq.
You’ve heard about trusts. But what exactly are they and what do they do for you?
You’ve heard about the different types: Revocable. Irrevocable. Special Needs. Testamentary. In a nutshell, a trust is an ownership system between 3 people: the first person who gives the second person legal right to hold money (or other assets) for the third person who receives the money. Simple, right? Well… there’s a little more to trusts than just that! In this course we’ll explain how trusts are created, the different types of trusts, and go over who you should choose to participate.
You’ll walk away knowing how to use trusts to do things like minimize and/or avoid taxes, protect assets and keep public benefits for loved ones with special needs, and how avoid probate court.
Whether you are new to trusts or even understand them well, you’ll walk away understanding how to use these powerful planning tools.