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 Yardley-Makefield Branch – Bucks County Free Library for an educational workshop covering Estate & Tax Planning (including how to avoid the top 10 estate planning mistakes that could save your heirs time and money) on Tuesday, January 20, from 6:00 – 7:00 pm.
Get professional guidance on potentially reducing the taxation of your retirement income (including Social Security), and help on positioning yourself for better returns on your investments with potentially lower 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 may help you minimize or potentially eliminate estate taxes, save time, and potentially 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 you can potentially optimize your retirement income, this workshop is for you.