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Strategies to Help Protect Your Retirement Income and Preserve More for Your Family

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What You'll Learn

  • How to create reliable income you won’t outlive
  • Ways to help protect savings from market downturns
  • Strategies to help reduce taxes in retirement
  • Positioning assets for income, growth, and stability
  • How long-term care costs can impact your retirement
  • Medicaid planning and eligibility basics
  • Strategies to help protect assets from nursing home expenses
  • The role of trusts in protecting your estate and legacy
  • How to help your family avoid probate and delays

Featured Speaker

Tom Jacobs

Every seminar host and event speaker is passionate about empowering attendees with the knowledge and confidence needed to take control of their own financial future. In addition to learning how to achieve your current and long-term financial goals, you’ll get valuable advice on topics such as when to apply for Social Security benefits, how to protect your financial legacy for future generations with a well-crafted estate plan, strategies for reducing your tax burden during retirement and so much more.

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