Loading Events

« All Events

  • This event has passed.

ADVANCED RETIREMENT PLANNING WORKSHOP

October 20, 2021 @ 6:30 pm - 8:00 pm

The Society for Financial Awareness (SOFA), a 501(c)(3) non-profit speakers bureau, presents a FREE, non-profit, educational seminar (another workshop in the seminar series), that will explore the area of “Advanced Retirement Planning Strategies”. If you are between the ages of 50-80, this is critical information you should not miss.

Seating is limited.
RSVP today by calling:
(800) 955-0171
Or email: lori@pessotti.com


Please Note: masks are required for all.

 
 
GUEST SPEAKER : STEVE PESSOTTI – SOFA, NORTHEAST CHAPTER
 
TOPICS COVERED:
Estate Planning: Wills vs. Trusts-Learn how to avoid Probate.*
Ancillary Documents: Learn about Durable Power of Attorney, HIPPA-compliant Medical Power of Attorney, Health Care Proxy and Pour-over Will.*
Life Estates: Learn how to protect your assets from Nursing Home liens.*
Nursing Home/Medicaid Rules: Learn about 5-year look back and asset limitations for Single & Married taxpayers.*
Getting Fiscally Fit: Learn how to create lifetime income streams for ongoing cash flow.
Financial Blunders: Learn how to preserve and protect assets against risk.
Lump-Sum vs. Pension Income Payouts: Learn the benefits and disadvantages of distributions.
Social Security: Learn about the major changes.
 
 
 
Note:
SOFA, the organization, does not offer to sell financial products nor promote any one particular company. Though the presenter may mention specific financial instruments and their functionality, SOFA’s role is only to educate and inspire. SOFA only represents the educational workshop – all other endorsements are non-SOFA related.
*Disclaimer: This is an educational seminar. We are not attorneys, and we do not provide legal advice.

Details

Date:
October 20, 2021
Time:
6:30 pm - 8:00 pm

Venue

Haverhill Public Library
99 Main Street
Haverhill, MA 01830 United States
+ Google Map