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* Financial Planning Workshop Topics

The following Topics will be discussed:

  • How to Guarantee protection of your assets from the devastating cost of long-term care, the greatest financial risk you face in retirement!
  • How to pay for the various kinds of care options available in New York State, including Assisted Living.
  • A Retiree’s biggest mistake and how to avoid it.
  • Three ways to potentially increase your income immediately.
  • The only 2 investments that are double taxed…and most investors don’t know it
  • How to reduce taxes on your Social Security Income
  • How to help reduce estate taxes
  • Investing for growth and safety in a volatile market
  • How to rollover a retirement/pension plan without paying taxes
  • Are you leaving your heirs a legacy, or a tax liability?

* Publications

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