Event Details
LEARN HOW TO OPTIMIZE YOUR RETIREMENT INCOME AND PROTECT YOUR ESTATE
Most Americans approaching retirement fear running out of money and handling with estate protection. Do you have a retirement and estate plan?
Join us at the Hamilton Township Library for an educational workshop covering Social Security and Estate Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Wednesday, January 21, from 6:00 – 7:00 pm.
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and how to position yourself for better returns on your investments, with lower possible risks.
Should you have Wills or Trusts? What is the best way to pass on assets to your loved ones? Learn how to protect your spouse’s and children’s inheritance from creditors, predators, future divorces, taxation, and lawsuits. A proper comprehensive estate plan will minimize or eliminate estate taxes, save time, and leave more money to your heirs.
The concepts discussed in this course are particularly important for those with investable assets of $500,000 or more. Using the information you’ll learn during this seminar, you’ll be better positioned to develop a successful retirement strategy that can potentially safeguard you from market risk – all with the goal of saving you money.
If you would like more information on how to optimize your retirement income while passing on your estate in a safe and tax-efficient way, this workshop is for you.