Dignity
Thursday: June 25th, 2015
6:30 PM – 7:00 PM: Join us for Complimentary Dinner with Meet & Greet
7:00 PM – 8:00 PM – Three Essential Steps to KNOW NOW Presentation
SEATING IS LIMITED – RESERVATION REQUIRED – CALL 301-881-2151 TO Register
Three Essential Steps to Prevent Living a Life of Regret!
David Wingate: Elder Law Planning Attorney
- The most important document that everyone needs
- When you should begin planning
- Types of Trusts and when a Trust should be used (or when it doesn’t make sense)
- The difference between Revocable and Irrevocable Trusts
- Protecting your Assets from the Nursing Home
Mike Wipf: Social Security Planning Consultant
- One decision can impact your retirement by tens of thousands of dollars
- SS Admin workers are forbidden by law to give you any advice for filing your claim
- There are 567 ways to claim your SS Benefit
All Attendees will receive a Complimentary Social Security Maximization Report
How does Social Security fit into your Retirement Plan?
Alexandra Lucia: Family Service Counselor
Do your kids a Favor
No one wants to think about their death any sooner than they must, but planning your funeral and cemetery services in advance, called “pre-planning” or “pre-arranging,” is a responsible, caring act that can reduce stress for your grieving loved ones. It’s easy to understand how making decisions now about your final arrangements can help assure those left behind that your wishes are being honored.