~ Retirement Masterclass ~

90 MINUTE NO-COST EDUCATIONAL EVENT

Are you a candidate for this informative workshop?

Ask Yourself These Four Critical Questions

  • Is having 100% control over your LEGACY PLANS, and keeping the courts legal system out of family affairs important to you?
  • Is having your Will and or Trust setup in a way that creates tax efficiency, eliminates unnecessary legal fees, and protects your heirs privacy important to you?
  • If you became sick or injured and required advanced medical care, often averaging $10,200 per month, would you want a plan that PROTECTS your home from government LIENS and your retirement accounts from being depleted?
  • Would you benefit from transforming a portion of your 401(k) or IRA into GUARANTEED income FOR LIFE, thus enhancing the security of your retirement?

If you answered YES to any of these questions, you must attend this Safe Money Mindset event where we will present solutions to these topics and many more...!

Adrian Location Details

Date: Thursday, March 14th

Time: 1:00pm

Venue: Adrian District Library

Address: 143 E Maumee St., Adrian MI 49221

Reserve Your Spot Now!

Additional Key Points To Be Covered

  • Safeguard assets and home from nursing home spenddown.
  • Transform some or all of your 401k into guaranteed income, FOR LIFE.
  • Navigate the Secure Act law which could impact retirement accounts and beneficiaries.
  • Preserve your retirement accounts from Medicaid and nursing home spenddown.
  • Understand different types of annuities along with the benefits and limitations of each.
Reserve Your Seat Now
  • Safeguard assets and home from nursing home spenddown.
  • Transform some or all of your 401k into guaranteed income, FOR LIFE.
  • Navigate the Secure Act law which could impact retirement accounts and beneficiaries.
  • Preserve your retirement accounts from Medicaid and nursing home spenddown.
  • Choose different types of annuities along with the benefits and limitations of each.
  • Techniques to bypass probate, safeguard estate, and decode the Estate Recovery laws.
  • Achieve peace of mind by establishing a comprehensive estate plan that empowers YOU to determine how your assets are handled in any scenario.

Did You Know?

  • 65% of Americans 65 and older will rely on skilled care and that 85% of people who end up in nursing homes rely on Medicaid. 
  • The average nursing home cost Nationally = $10,200 per month and the average stay is 2.5 years!
  • High percentage of nursing home stays result in a LIEN on your home due to the Estate Recovery Act!

~ Don't be a STATISTIC! Join us to learn how to protect yourself. ~

Reserve Your Seat Now

Meet Your Presenter

Rick Williams
Safe Money Mindset Educator

"With 17 years of experience in financial services and as a retirement planner, I've learned the best way to help people is to deliver tangible information that can be acted on or used to initiate advance conversations with their financial advisors."

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