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Where There’s A Will, There Is A Way

November 11, 2019 @ 6:00 pm - 9:00 pm


“Where There’s A Will, There Is A Way”

**Preserving & protecting your retirement rights, assets & legacy**

7 Legal and financial strategies to reduce retirement uncertainty & risk, protect your rights & assets, and not run our of income

A Professional Estate Planning Attorney, Financial Planner and Fiduciary will educate you and provide answers to:

  • Why do I need a Will, Durable Power of Attorney, Healthcare Directive, Living Will or Trust?
  • How can I protect myself, my family and my assets?
  • Why do I need to generate reliable, consistent lifetime income for myself and my survivor(s)?
  • How do I choose how and when to take my pension, Social Security benefits & IRA distributions?
  • What is a decumulation and withdrawal strategy, and how will it help me?
  • How can I avoid probate fees, reduce taxes and protect my assets?
  • Will the investments I own do what I expect and need them to do throughout my lifetime?

Having strategies and a plan in place to ensure your retirement security isn’t side-tracked or hijacked doesn’t have to be daunting, expensive or time consuming. Join us, as we explore and explain the ways you can easily implement strategies in four key areas essential for providing your retirement security: income, investment, tax, and estate planning. Attendees have found the workshop informative, inspiring, motivating, entertaining and life changing, as they rarely had a coordinated plan in place. You will be treated to a comprehensive, legal and financial review that you will not experience anywhere else.

Sit back, relax and be prepared to learn, in a stress-free, no-pressure setting. This is a 100% educational workshop. Reservations are required. You are encouraged to bring your spouse/partner and up to two additional guests that have retirement and estate planning needs. Guest who RSVP are expected to attend, as seats are limited. If you need to cancel, please call to let us know.


November 11, 2019
6:00 pm - 9:00 pm
Event Category:


The Tavern
625 Rock Ridge Blvd.
Apopka, FL 32712 United States
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