Free Seminar
You are invited to attend this free seminar entitled "Laws That Impact Your Family & Retirement Nest Egg". Join presenters Susan W. Aumiller, CLTC, Partner of Secured Retirement Strategies Group, LLC and Ken E. Fritz, CLU, ChFC, CASL, Partner of Aegis Financial LLC as they discuss:
- Tax advantages of nonqualified and qualified annuities as well as "hybrid" products to pay for long term health expenses not covered by Medicare or personal health insurance.
- Ways to use funds from 401(K), 403(b) plans to mitigate the cost of care.
- State law that offers advantages to plan in the event Medicaid could be on the horizon.
- Medicaid. Selling assets and the transfer of assets to your heirs.
Date and Time
Tuesday Dec 8, 2015
10:00 AM - 11:30 AM EST
Tuesday, December 8 from 10:00 a.m. to 11:30 a.m.
Location
Ohio Bankers League: Training Center
4215 Worth Ave., Ste. 300 Columbus, OH 43219
Fees/Admission
Free
Contact Information
RSVP to Susan Aumiller at 614-738-4297 or email susan@srsgllc.com
Send Email
Printed courtesy of www.DublinChamber.org – Contact the Dublin Chamber of Commerce for more information.
129 S. High St., Dublin, OH 43017 – 614-889-2001 – info@DublinChamber.org