~ Retirement Masterclass ~

Fun and Insightful 90 MINUTE NO-COST EDUCATIONAL EVENT

"A workshop experience unlike others filled with interactive Q&A giveaway incentives and invaluable retirement planning information." 

Oxford Location Details

Date: Wednesday, May 22nd

Time: 2:30pm

Venue: American Legion Hall

Address: 130 E. Drahner Rd., Oxford, MI 48371 


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Key Points To Be Covered

  • The difference between Medicare verse Medicaid and what they pay.
  • Transform some or all of your 401k into guaranteed income, FOR LIFE.
  • Preserve your retirement accounts from Medicaid and nursing home spenddown.
  • Understand different types of annuities along with the benefits and limitations of each.
  • Navigate the Secure Act law which could impact retirement accounts and beneficiaries.
  • Legacy Planning techniques to bypass probate, safeguard your estate, and decode new Estate Recovery laws.
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  • 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.

Should you attend this informative workshop?

Ask Yourself These Three Questions

  • Is having 100% control over your LEGACY PLANS by creating tax efficiency, keeping the courts legal system out of family affairs, and ensuring heirs inheritance remains private from public record 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, this is a must attend Safe Money Mindset event where we will present solutions to these topics and many more...!

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. ~

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Easy Read Incentive - Safe Money Mindset Book 

A mash-up of how you think about investing, how you plan to spend your wealth, and how you will derive future income; Safe Money Mindset is a unique approach to building a retirement that is stable, inflation resilient, and supports a life style you won't outlive.

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 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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