Calendar

Register 20 Seats Remaining

Build the Retirement You Deserve

A free, informational workshop focused on retirement

THE EVERLASTING RETIREMENT PAYCHECK: STRATEGY, SECURITY, AND LEGACY. Free education-only workshop for area retirees. Gain the clarity to protect your lifestyle. Limited seating available.

What You Will Discover in This Presentation

• The Will Deception: Why having a simple will guarantees your family ends up in probate court and the
  specific legal structure needed to keep your affairs private.
• Divorcing the IRS: Legal strategies to stop the government from taking a large percentage of your IRA or
  401(k) when you pass it down to your children.
• Asset Immunity: How to protect your inheritance so your children do not lose your hard-earned money to
  a future divorce, lawsuit, or bankruptcy.
• The Incapacity Risk: Discover why your spouse cannot legally access your individual bank accounts if you
  are hospitalized and the document that grants immediate access .
• The Beneficiary Trap: Why relying on standard "Pay on Death" forms often leads to the unintentional
  disinheritance of grandchildren and leaves your money exposed if a child passes away before you.
  Digital Control vs Old Paper: Why static paper trusts fail

Upcoming events