Asset Preservation Workshop

Date: March 28, 2019
Time: 10:00am-12:00pm
Topstone Golf Course Clubhouse, 516 Griffin Road South Windsor, CT 06074

You’re Invited! For Retirees & People Over Age 55!

Call 860.413.2424 to reserve your seat.

SNOW DATE:  Tuesday, April 2, 2019

Our Asset Preservation Workshop is an educational seminar that covers important and timely information that is intended to answer the questions that many of us have in regard to our future in retirement.

If married or coupled, both should attend.  

Topics To Be Discussed:

  • Possibly Avoid Medicaid Trap: How to potentially protect your assets from Catastrophic Illness and Nursing Homes without purchasing traditional Nursing Home Insurance.
  • Learn: Facts about what is exempt from Nursing Home Attachment.
  • Taxes: How to potentially lower or eliminate taxes of Social Security, Interest Income, Capital Gains, and Taxes upon death.
  • Probate: Trusts, Lawsuits, and Legal Issues
  • Banks: Advantages and Disadvantages

Hosted by Marcia L Bernstein, LCSW, CLTC - Investment Adviser Representative & Financial Security Strategist 

~ Guest Speaker ~

Robin Murdock-Meggers - Elder Law & Estate Planning Attorney

Call 860.413.2424 to reserve your seat!