October 22, 2024 (Tuesday) -- 6:30 – 8:00 p.m.
Protect Family Assets from the Nursing Home
Speaker: Ronald Kearns, Senior Resource Center -
A seasoned expert in Elder Law and
Medicaid Planning, Attorney Kearns will discuss gifting, trusts and other tools to protect the
home and other assets from nursing home expenses.
October 24, 2024 (Thursday) -- 6:30 p.m.
Marketing Plan of Action for Probates and Estates
21 Point Plan of Action for your Home
Guest Speaker: Daniel Meegan, Vice President & Realtor, J. Barrett & Company
This presentation will focus on preparing your real estate for legacy purposes.
We will also discuss the use of Trusts for Real Estate in the financial planning process. We will cover legacy, inheritance and probate issues.
October 29, 2024 (Tuesday) -- 6:30 – 8:00 p.m.
Social Security Optimization
Speaker: Timothy O’Mara, Nationwide Life Insurance Co. Social Security Institute
Come learn why Social Security optimization planning matters for you. The age at which you
start claiming Social Security can have a huge impact on the size of your and your spouse’s
benefit depending when you file between 62 and 70.
October 30, 2024 (Wednesday) – 3:00 – 4:30 p.m.
The Hidden Costs of Aging
Special Location: Tapley Memorial Hall, 13 Page Street, Danvers
Speaker: Grace Bumpus, Franklin Templeton -
All presentations are for educational purposes only and is not to be construed as specific investment, tax or legal advice, or a recommendation to take any course of action. United Planners and its representatives do not provide tax or legal advice. Guest speakers are not affiliated with United Planners and discussions do not necessarily reflect the views of United Planners.
