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Events

Upcoming Events

March 17, 2020

5:30p - 7:30p

Highland Oaks Golf Resort

Wealth Management and Estate Planning Workshop

1. Understand what the Trump Tax Law may mean to you! Who wins? Who loses? 2. Traditional Trusts & Wills: Why they may not help with nursing home costs, and the pros and cons of using an Irrevocable Trust. 3. Should my Trust be Revocable or Irrevocable? 4. The pros and cons of Life Estate Deeds. 5. 5-year look-back penalty: What it is and how it can disqualify you from Medicaid benefits, forcing you to spend your hard-earned assets and your children’s inheritance. 6. Learn more about VA Aid & Attendance, and Medicaid Benefits from an accredited attorney.

March 19, 2020

5:30p - 7:30p

Highland Oaks Golf Resort

Wealth Management and Estate Planning Workshop

1. Understand what the Trump Tax Law may mean to you! Who wins? Who loses? 2. Traditional Trusts & Wills: Why they may not help with nursing home costs, and the pros and cons of using an Irrevocable Trust. 3. Should my Trust be Revocable or Irrevocable? 4. The pros and cons of Life Estate Deeds. 5. 5-year look-back penalty: What it is and how it can disqualify you from Medicaid benefits, forcing you to spend your hard-earned assets and your children’s inheritance. 6. Learn more about VA Aid & Attendance, and Medicaid Benefits from an accredited attorney.

Past Events

February 6, 2020

6:00p - 8:00p

The Enterprise Country Club

Wealth Management and Estate Planning Workshop

• Understand what the Trump Tax Law may mean to you! Who wins? Who loses? • Traditional Trusts & Wills: Why they may not help with nursing home costs, and the pros and cons of using an Irrevocable Trust. • Should my Trust be Revocable or Irrevocable? • The pros and cons of Life Estate Deeds. • 5-year look-back penalty: What it is and how it can disqualify you from Medicaid benefits, forcing you to spend your hard-earned assets and your children’s inheritance. • Learn more about VA Aid & Attendance, and Medicaid Benefits from an accredited attorney.

February 4, 2020

6:00p - 8:00p

The Enterprise Country Club

Wealth Management and Estate Planning Workshop

• Understand what the Trump Tax Law may mean to you! Who wins? Who loses? • Traditional Trusts & Wills: Why they may not help with nursing home costs, and the pros and cons of using an Irrevocable Trust. • Should my Trust be Revocable or Irrevocable? • The pros and cons of Life Estate Deeds. • 5-year look-back penalty: What it is and how it can disqualify you from Medicaid benefits, forcing you to spend your hard-earned assets and your children’s inheritance. • Learn more about VA Aid & Attendance, and Medicaid Benefits from an accredited attorney.

January 30, 2020

5:30p - 7:30p

The Cellar

CLOSED - Wealth Management and Estate Planning Workshop

• Understand what the Trump Tax Law may mean to you! Who wins? Who loses? • Traditional Trusts & Wills: Why they may not help with nursing home costs, and the pros and cons of using an Irrevocable Trust. • Should my Trust be Revocable or Irrevocable? • The pros and cons of Life Estate Deeds. • 5-year look-back penalty: What it is and how it can disqualify you from Medicaid benefits, forcing you to spend your hard earned assets and your children’s inheritance. • Learn more about VA Aid & Attendance, and Medicaid Benefits from an accredited attorney.

January 28, 2020

5:30p - 7:30p

The Cellar

CLOSED - Wealth Management and Estate Planning Workshop

• Understand what the Trump Tax Law may mean to you! Who wins? Who loses? • Traditional Trusts & Wills: Why they may not help with nursing home costs, and the pros and cons of using an Irrevocable Trust. • Should my Trust be Revocable or Irrevocable? • The pros and cons of Life Estate Deeds. • 5-year look-back penalty: What it is and how it can disqualify you from Medicaid benefits, forcing you to spend your hard-earned assets and your children’s inheritance. • Learn more about VA Aid & Attendance, and Medicaid Benefits from an accredited attorney.

January 16, 2020

5:30p - 7:00p

The Cellar

Retiring Right

Topics of discussion will include: • Medicare and Income Planning: Learn what income you can count on (Medicare, Social Security maximization, pensions, distribution planning.) • Investment Planning: Learn about appropriate risk management strategies that can enhance your return while mitigating risk. • Tax Planning: Discover tax strategies that, when implemented correctly, can help you minimize what you pay to Uncle Sam. • Estate Planning: Why long term planning and estate planning documents are so important. • 2020 Election what it means to you and how this record stock market can affect your retirement

January 14, 2020

5:30p - 7:00p

The Cellar

Retiring Right

Topics of discussion will include: • Medicare and Income Planning: Learn what income you can count on (Medicare, Social Security maximization, pensions, distribution planning.) • Investment Planning: Learn about appropriate risk management strategies that can enhance your return while mitigating risk. • Tax Planning: Discover tax strategies that, when implemented correctly, can help you minimize what you pay to Uncle Sam. • Estate Planning: Why long term planning and estate planning documents are so important. • 2020 Election what it means to you and how this record stock market can affect your retirement

Event Registration


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