Retirement Masterclass

A must attend for those who have 250k+ in assets and own your home!

Lakeside Community Center

1999 City Center Circle, Port Orange, FL 32129

28th
Aug

Wednesday Times
10:30am & 2:30pm

Register Now

Anderson-Price Memorial Building

42 North Beach Street, Ormond Beach, FL 32179

29th
Aug

Thursday Times
2:00pm & 5:30pm

Register Now

Legacy Planning, Income Generation, and Medical Expense Safeguards in 2024

If you're unsure about creating a legacy plan (Will/Trust) when planning for your future, having the right information is key to making smart decisions.

For those with a family, home, or financial assets, a properly setup legacy plan is essential. It helps with appointing guardians, transferring a family business, and preventing family disputes. That said, a good retirement strategy goes beyond a legacy plan.

In retirement, it's crucial to create a risk-mitigated income strategy to ensure your financial stability. Protecting your assets against costly medical expenses, like nursing home spenddowns, is equally important.

Join us for a free seminar to learn how to build a comprehensive plan for your future. Seating is limited—sign up today!

Did You Know?

  • 64% of Americans say having a will is important, yet fewer than than 32% have one.
  • When nearing or entering retirement, stock market losses will have intensified negative consequences on income longevity. 
  • 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. 

Topics To Be Covered:

Comprehensive Legacy Planning 

  • Do I need a Will? Trust? Powers of Attorney? Health Care Directive? 
  • How can I avoid the cost and delays of PROBATE?
  • How can I reduce Estate Taxes and leave more money to my loved ones?
  • How will you keep your heirs from frivolously spending his/her inheritance?
  • Who gets your home, who inherits all of your bank accounts, who will get your assets?
  • Can you avoid family arguments over your belongings and keepsakes?
  • Who decides your healthcare or end-of-life decisions?

Risk-Mitigated Income

  • Reduce risk of 401(k) markets and transform savings into guaranteed income, FOR LIFE.
  • Don't get stuck in the wrong annuity.  Understand the benefits and limitations of each.

Medical Expense Safeguards

  • The difference between Medicare verse Medicaid and what they pay.
  • How to safeguard assets and your residence from government LIEN due to nursing home spend down.
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What Makes Safe Money Mindset Workshops Unique

The Safe Money Mindset marks a vital shift in retirement planning education.

 "Safe Money" emphasizes the importance of protecting assets as retirement nears and throughout your legacy. Rather than chasing high-risk investments, the goal is to ensure a secure retirement by preserving the wealth you have accumulated. 

The "Mindset" involves changing your approach and attitude toward retirement planning. While many understand the concept of safe money, they often fail to implement it effectively, continuing to take unnecessary risks for potential high returns and delaying time sensitive decisions that can have lifelong effects.

AS Seen On TV

Delivering Retirement Education To Over 30,000 Every Weekend

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Receive Our Safe Money Mindset Book 

All Attendees Receive A Free 160 Page Copy!

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Meet Your Presenter

Rick Williams
Safe Money Mindset Educator

"With 17 years of experience in financial education and as a retirement planner, I've learned the best way to help people is through easy to understand information, as apposed to complicating the conversation with industry jargon."

Limited Seating Claim Your Spot Now! 

Call 916-587-4919 or fill out the form below.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.

Copyright © 2023 Quest Commonwealth. All Rights Reserved.

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