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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