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Events

Upcoming Events

January 28, 2020

5:30p - 7:30p

The Cellar

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

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.

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.

Past Events

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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