Complimentary Admission & Gourmet Dinner
Come hear facts, not theories. We believe it will be time well-spent. Each attendee will receive a FREE PERSONALIZED ESTATE INVENTORY BOOKLET! (Not available in stores).
Complimentary Admission!
Nothing will be sold at this educational workshop and there is no cost or obligation to attend.
Tax & Planning Investment Strategies
Learn about strategies that aim to help you never outlive your money and how to protect your assets without purchasing Long Term Care insurance.
A look at Estate Planning
How does your estate plan protect you and your spouse, and preserve your estate?
Challenges Facing Retirees
We will disuss simple cures for your tax headache and other challenges facing retirees.