UPCOMING EVENTS
SENIOR FINANCIAL SURVIVAL SEMINAR
2010 Income Tax Update, Probate Questions Answered and Federal & State Guidelines to Help Protect Your Assets from Nursing Home Expense.
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Time: 10:00 am
When: Tuesday March 9, 2010
Where: Mangrove Bay
110 Mangrove Bay
Jupiter, FL 33477
(across from Seabrook Place)
If you are age 55 or over, don’t miss this FREE information seminar that could help protect your financial future.
CONTENTS OF THE SEMINAR
§ How to protect your assets for your loved ones from catastrophic illness and nursing homes without purchasing nursing home insurance.
§ Learn what is exempt from Nursing Home attachment
§ How investments (Annuities, Life Insurance, CD’s, etc.) are affected by the “Spend Down Process”
§ How to lower your income taxes
§ Reduce taxes on your social security benefits
§ Learn how a Revocable Living Trust may help you
§ How to increase your spendable income
§ How to avoid probate
There are federal laws that will enable you to avoid paying thousands of dollars out of your pocket for taxes, probate and nursing home costs. The government will not notify you of the eligibility. You must educate yourself. Come join us for this important information.
SEATING IS LIMITED - THERE IS NO ADMISSION CHARGE!
NO FOOD
JUST THE FACTS!
Nothing will be sold at this seminar! Please call to reserve your seat.
1-866-586-8677
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CONTINUING EDUCATION
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Stuart participates in a number of continuing education opportunities throughout each year. The benefits of continuing education are passed on to clients and potential clients. For more information, please call 561-744-0500 or toll-free: 866-3ADVISE.
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