As our society continues to age, one of the greatest concerns of the elderly, their friends, family members, and other loved ones is that they may need nursing home care in the future, especially as the costs for nursing home care continue to increase. This workshop will debunk many of the myths you may have heard with regard to Medicaid eligibility. We will explore opportunities that enable you to protect and preserve your assets, preserve your independence, and maintain your security as you confront the concerns of aging, illness, and possible nursing home placement (approx. 3 hours) Reservations required.
This complimentary and interactive workshop is designed to educate families about general estate planning principles, the federal estate and gift tax structures, and the importance of implementing and maintaining estate plans (approximately 2 hours). Reservations required.
This course is specifically designed to teach professional advisors how to utilize proven, cutting-edge estate planning techniques while becoming a leader in the impending transfer of wealth from generation to generation. You will have a unique opportunity to experience fresh and powerful planning ideas and techniques. While this course could be presented in the typical continuing education format, we have chosen to present these concepts from the perspective that really matters: the client’s perspective.
This complimentary workshop is a MUST for all clients approaching age 70 1⁄2. We will discuss in detail the “Stretch IRA,” including recent changes implemented by the IRS. Even if you have attended a Retirement Planning Workshop before, you should attend again to get updated.
This complimentary workshop is designed to educate business owners about the importance of succession planning for their business – generally one of their largest assets. Nationwide, more than 70% of all businesses fail to survive to the second generation. Who will run your business in the event of your disability or death? Where will the money come from to provide the liquidity for your estate? Do you have a realistic view of the value of your business?