Retirement Strategies for People Over 50: Most of our clients were either retired or within 1-10 years of retirement when The Great Recession of 2008 occurred. Any plan geared towards creating or supplementing retirement income cannot fail due to market volatility, no matter how great that volatility may be. This seminar teaches the specifics of how we take advantage of volatility, as opposed to falling victim to it. 

Long Term Care Insurance: If you think your retirement plan can withstand you or your spouse needing Long Term Care (LTC) services, think again. Long Term Care is an extended  need for care services either at home, in an Assisted Living facility and/or in a Nursing Home. The average cost of LTC services is currently $70,000 a year. In 15 years, that number will have doubled! The average American has a 7 out of 10 chance of needing LTC services, and the average length of stay is 5 years! In other words, can your retirement plan withstand an additional $6,000 a month expense this year, rising to $12,000+ 15 years from now? Our seminar will cover all facets of Long Term Care Insurance, including vital information about contract language and the design of a plan.