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Our Seminar Schedule

NEW SEMINARS - REGISTER on OUR EVENTS PAGE


TAXES IN RETIREMENT 

  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about taxes in retirement
  • And more...

KY Date: Tuesday, September 18, 2018 at 6:00pm at Sullivan University

OH Date: TBD


SOCIAL SECURITY PUZZLE SEMINAR

  • Learn How the New Laws Affect YOU
  • Explain when, what, and how to File
  • And more...

KY Date(s):  Thursday, August 23, 2018 at 6:00pm at Sullivan University

OH Date (s):  TBD


SOLVING THE RETIREMENT INCOME PUZZLE

The Path to Independence and Choice in Retirement

  • Understanding the five biggest challenges to retirement income planning
  • Why changing your investment philosophy upon retirement is critical
  • The importance of segregating your income producing assets from your growth assets

KY Date (s):  9/11/18 or 9/13/18 - 6:00pm at Sullivan University - meal provided

OH Date(s): TBD


What to do when a Spouse or Loved one dies?

No One wants to think about losing a loved one, but it does happen...ARE YOU PREPARED???

  • 25 Important Documents
  • 7 steps to help you prepare
  • What major decisions should you avoid for 6 months?

OH Date:  

KY Date:  

EXTENDED CARE SEMINAR

There are approximately 111 million Baby Boomers and GenX people in the United States
If you need care, HOW will it affect your spouse and loved ones? 
AND, if you need care, how will you pay for it?

Learn ways to protect your family from having to deal with taking care of you on a daily basis

KY Date: TBD

OH Date: TBD


ESTATE PLANNING AND PRESERVING YOUR WEALTH SEMINAR

Estate Management is effective in managing your financial and personal affairs during your lifetime:
and second, distributing your wealth after your death. Through effective estate management you
can avoid needless expenses in legal costs, and you can provide for loved ones who may not be
protected otherwise.

  • Estate Documents - Financial and Health Documents
  • Life Insurance
  • Wills
  • Trusts

Dates:


HEALTH AND WEALTH SUMMER SEMINAR SERIES 

Plant Based Food and the Importance of Veggies and Estate Planning

Are you working hard to live a longer life without investing to enjoy it? Think about it. Maybe you’re doing the right things to live a longer,healthier life — eating right, exercising, taking time to relax and spending time with loved ones. But if you’re not getting yourself financially prepared for longer life, you’re only getting half the job done.

Dates: 

 

RSVP to Beth at 859-291-9290 or Register on our Events Page