Secure your Legacy
Protect assets for your family and future generations from disability, death, divorce, bankruptcy and other threats. This class covers a number of legal planning tools, including a specialized IRA Inheritance Trust designed to keep YOUR retirement assets in YOUR bloodline.
Planning for Income in Retirement
With so much focus on accumulation in retirement planning, income strategies typically receive little attention. This class covers today’s retirement reality and the tools and techniques you can use to make your assets last. Guest speaker: Lee Reynolds, Vice President, Jackson National Life Distributors LLC
Myth or fact? Discovering truths about long-term care
This class will educate you on the risk to your assets, the cost of protection and the various solutions to the real issues concerning Long Term Care costs.
Retirement Planning 101 in 2-Parts
You’ve worked hard to save for retirement. Now what? This class covers a broad range of retirement planning topics, including IRAs, Social Security, Income Planning, Taxes, Estate Documents and others. Learn how to set goals and create an achievable plan.
Protect Family Assets from the Nursing Home
Gifting, trusts and other tools to help save the home and other assets from nursing home expenses.
Guest speaker:* Ronald Kearns, RN, Elder Law Attorney*, Senior Resource Center.
Insurance Solutions to Long Term Care Costs
Various types of policies can protect your family, your home, your nest egg from long term care costs, while providing for care at home or at a facility.
Social Security Strategies
Learn about this vital part of your financial plan before making a decision that will affect your future irrevocably. We will perform a custom analysis and offer potential strategies.