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Retirement in the 21st Century

January 14, 2015 @ 5:00 pm - 6:00 pm

Eight topics of overall Estate Planning:

  • Legal documents
  • Taxes
  • Medicare Ins. Planning
  • LTC
  • Life Insurance
  • Assets- IRA and Non Ira – use of the money
  • Income Planning
  • Cash reserves

Converting Taxable assets to Tax Free assets

Wealth Transfer solutions

Details

Date:
January 14, 2015
Time:
5:00 pm - 6:00 pm

Organizer

Rex Pressler
Phone:
(623) 977-3395
Email:
rex@presslerinsurance.com
Website:
https://presslerinsurance.com/

Venue

Mimi’s Cafe
7450 W Bell Rd
Glendale, AZ 85308 United States
+ Google Map
Phone:
(623) 979-4500
Website:
https://www.mimiscafe.com/?utm_source=google&utm_medium=local&utm_campaign=localmaps&utm_content=33