Advanced Retirement Planning

Thursday, September 24, 2015 - 6:30pm

Advanced Retirement Planning Thursday, September 24 2:00-3:30PM or 6:30-8:00PM You may choose between the 2 PM or 6:30 PM seminar. George & Steve Pessotti of the Society for Financial Awareness will present on: Wills vs. Trusts – learn how to avoid Probate. New Medicaid Rules- Learn about 5 year look-back period and asset limitations for single and married taxpayers. Life Estates- Learn how to prevent capital gains on deeded homes and how to protect your home from nursing home liens. Fixed vs. Variable Annuities – Learn the ins and outs, Pros & Cons. Lifetime Income Annuities – Create a lifetime income like Social Security that you can’t outlive. Learn how to exchange annuities Tax-Free. This event requires registration. Please visit the reference desk, call Andrea Bunker at (781) 933-0148, or email to register.