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Thursday April 4th at 6:30 p.m.

Marketing Plan of Action for Probates and Estates

21 Point Plan of Action for your Home

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.

We will present how an estate or beneficiary can effectively sell real estate today.  As well as explain where consumers are shopping for real estate, as the way real estate is sold has dramatically changed in the last ten years.

Guest Speaker: Daniel Meegan, Vice President & Realtor, J. Barrett & Company

Enjoy Steady Income and Leave a Legacy

Come hear about an annuity that provides lifetime income and legacy protection using Required Minimum Distribution (RMD) and leaving money for your beneficiaries. This presentation will also include a broad overview of annuity solutions.

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 Optimization

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.

Guest speaker:

Ronald Kearns, RN, Elder Law Attorney

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.

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.