Classes

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

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.