~ 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." 

Port Orange Location Details

Date: Tuesday, May 14th

Time: 10:30am & 2:30pm

Venue: Lakeside Community Center

Address: 1999 City Center Circle, Port Orange, FL 32129

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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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Are you a candidate for this informative workshop?

Ask Yourself These Three Questions

  • Do you value maintaining full control over your legacy plans? This entails establishing tax-efficient measures, keeping legal proceedings out of family matters, and ensuring the privacy of your heirs' inheritance from public records.
  • 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 Presenters

Carol Dewey
Safe Money Mindset Educator - Florida 

"Working with community members it's my aim to provide education that is easy to understand while also laying out a clear set of action steps to building a successful retirement plan. In doing so I hope to install confidence in the retiree which is the ultimate reward."

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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