TAX, ESTATE & FINANCIAL WORKSHOP FOR SENIORS 50 AND OVER
June 17th & 18th, 2025 at 6:00 PM
426 South Street Bass Lake Inn, Chardon, OH 44024
Does the Stock Market Make You Nervous?
• Is your money in the right places? The top money mistakes that cost people 30-40% in losses, hidden fees, and taxes.
• Four ways to protect your money from Medicaid seizure- nursing homes, probate, nursing homes, &creditors.
•What happensto your family if something happens to you? The widow/widowers tax/loss of income.
• How to get the most from Social Security. When to take it and why.
• Retire sooner with a large monthly check for life.
• Creating NEVER-TAXED money from FOREVER TAXED money. How to lower annual taxes.
• The 2025 Tax Reform: Prepare now for rising taxes, lower interest rates, and a stock market crash.
• Estate Planning: Trusts, Probate, Powers of Attorney for Health and Investments – Legal ways to protect your assets.
Dinner Is On Us And There Is No Obligation. Seating Is Limited, Don’t Get Shut Out!
CALL TODAY TO RESERVE YOUR SEATS!
440-942-1936 ask for Debbie
To RSVP online, visit RSVP.org/480778
*These events are for those over age 50.
*This workshop is for households with a minimum of
$200,000 to $10M+ in investable assets.
TAX, ESTATE & FINANCIAL WORKSHOP FOR SENIORS 50 AND OVER
July 15th & 16th, 2025 at 6:00 PM
LockKeepers
8001 Rockside Rd, Valley View, OH 44125
Does the Stock Market Make You Nervous?
• Is your money in the right places? The top money mistakes that cost people 30-40% in losses, hidden fees, and taxes.
• Four ways to protect your money from Medicaid seizure- nursing homes, probate, nursing homes, &creditors.
•What happensto your family if something happens to you? The widow/widowers tax/loss of income.
• How to get the most from Social Security. When to take it and why.
• Retire sooner with a large monthly check for life.
• Creating NEVER-TAXED money from FOREVER TAXED money. How to lower annual taxes.
• The 2025 Tax Reform: Prepare now for rising taxes, lower interest rates, and a stock market crash.
• Estate Planning: Trusts, Probate, Powers of Attorney for Health and Investments – Legal ways to protect your assets.
Dinner Is On Us And There Is No Obligation. Seating Is Limited, Don’t Get Shut Out!
CALL TODAY TO RESERVE YOUR SEATS!
440-942-1936 ask for Debbie
To RSVP online, visit RSVP.org/480778
*These events are for those over age 50.
*This workshop is for households with a minimum of
$200,000 to $10M+ in investable assets