Special Winter Edition:
Protecting Your Money from the Nursing Home
CFP®, AIF®, CHSA®
Nicholas Proukou, Esq.
The average cost of a nursing home stay in Monroe county is $148,000 per year. Without a plan, these costs can quickly deplete your hard earned dollars. Join Craig Gingerich and Nicholas Proukou to learn what you can do to protect your money for you and your loved ones.
Wednesday, February 5th - 12:00 PM (FULL)
NEW! Wednesday, February 5th - 2:00 PM
Wednesday, February 12th - 5:30 PM (FULL)
Special Needs Planning: Legal & Financial Strategies
Do you have a loved one with special needs? In this workshop you will learn to navigate the complex financial and legal maze of special needs planning. You can gain peace of mind by knowing that your family will be well cared for; both now and long after you are gone.
Thursday, February 6th - 12:00 PM
Tuesday, February 11th - 5:30 PM
Stephen Bennett, Esq.
SECURE Act: Tax Efficient Retirement & Estate Planning
Congress has passed the SECURE Act which dramatically changes Tax and Estate planning. The tax hit on your IRAs and Retirement plans could be unprecedented unless you take action. Come learn the advanced strategies to save tax dollars now and prevent your beneficiaries from having a huge tax bill later.
Thursday, February 20th- 12:00 PM (FULL)
NEW! Thursday, February 20th- 2:00 PM (FULL)
Tuesday, February 25th- 12:00 PM (FULL)
Becoming a Florida Resident
Douglas Parker, CFP®, CHSA®
The perks of Florida include more than palm trees, sunshine and Mickey Mouse. With no state income tax, it’s easy to see why Florida and other states repeatedly rank as top places to live. Join us to learn how to change your residency and make your retirement dollars go further by not sharing them with the state.
Wednesday, January 29th- 12:00 PM (FULL)
Thursday, February 20th- 5:30 PM (FULL)