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Schedule
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BACK BY POPULAR DEMAND!
SENIOR FINANCIAL PROTECTION WORKSHOP ™
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New Medicaid Law!
New Tax Laws! |
There are Federal Tax 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 your
eligibility. You must find out for yourself.
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IF YOU ARE AGE 60 OR OVER:
LEARN HOW TO:
- Protect your assets from Nursing Homes without Buying
Nursing Home Insurance!
- Avoid Probate!
- Protect your IRA from Double Taxation!
- Avoid losses on your investments!
(*Schedule: subject to change) |
TOPICS TO BE DISCUSSED:
- REVERSE MORTGAGES: Learn how to best access
the equity in your home.
- AVOID MEDICAID TRAP: Learn how to protect your
assets from Catastrophic Illness and Nursing Homes without purchasing
Nursing Home Insurance.
- LEARN: Facts about what is exempt from Nursing
Home attachment.
- TAXES: Learn how to lower or eliminate taxes on
your Social Security, Interest Income, and Taxes upon death.
- HOW TO: Increase your spendable income.
- PROBATE: Trusts and Legal issues.
- WALL STREET: Earn stock market returns without
loss of principal.
- BANKS: The truth about FDIC and Certificates
of Deposit (CDs)
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Important: Certified Senior Advisors (CSAs) have
supplemented their individual professional licenses, credentials and
education with knowledge about aging and working with seniors. Your
should ask what those licenses, credentials and education signify. The
CSA designation alone does not imply expertise in financial, health or
social matters. For additional information, go to www.csa.us.
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