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February 2020
Free Educational WEBINAR to learn how the SECURE Act impacts Retirement & Estate Planning
The SECURE Act, effective January 1, 2020, is one of the most impactful law changes to retirement accounts in a generation. There is a lot to unpack here, but we want to assure you that while the SECURE Act changes retirement planning, specifically with how retirement accounts are taxed and affects required minimum distributions, it is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE Act…
Find out more »Estate Planning 101 – Rosebrook Event Center, Wareham
Come see us at our FREE estate planning seminar! 70% of people 65+ will need long-term care.* Make sure YOU are prepared! At the educational seminar, you will learn the basics of Estate Planning including: The importance of quality foundational documents (i.e. Durable Power of Attorney, Healthcare Proxy, HIPAA Authorizations) How to determine who to designate for making medical, legal and financial decisions on your behalf Strategic solutions to protect your earnings and assets from long-term care costs Clarity in the…
Find out more »March 2020
Preparing to Pay for Assisted Living at Rachel’s Lakeside, Westport
Please Join Us…FOR A FREE EDUCATIONAL DINNER SEMINAR “PREPARING TO PAY FOR ASSISTED LIVING” Learn important information for your loved ones and/or yourself! Presented by: All American, Wareham • Coastal Financial • Surprenant & Beneski Come learn from the experts! Topics we will cover include: Difference between Assisted Living & Skilled Nursing Who can benefit from Assisted Living and how National / Regional trends in long-term care costs Payment options for long-term care (including long-term care insurance) Why it’s important…
Find out more »Free Educational event to learn how the SECURE Act impacts Retirement & Estate Planning at the Wamsutta Club, New Bedford
The SECURE Act, effective January 1, 2020, is one of the most impactful law changes to retirement accounts in a generation. There is a lot to unpack here, but we want to assure you that while the SECURE Act changes retirement planning, specifically with how retirement accounts are taxed and affects required minimum distributions, it is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE…
Find out more »Free Educational event to learn how the SECURE Act impacts Retirement & Estate Planning at the Wamsutta Club, New Bedford
The SECURE Act, effective January 1, 2020, is one of the most impactful law changes to retirement accounts in a generation. There is a lot to unpack here, but we want to assure you that while the SECURE Act changes retirement planning, specifically with how retirement accounts are taxed and affects required minimum distributions, it is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE Act…
Find out more »Free Educational Event: Learn how the SECURE Act impacts Retirement & Estate Planning at the Courtyard Marriott, Raynham
The SECURE Act, effective January 1, 2020, is one of the most impactful law changes to retirement accounts in a generation. There is a lot to unpack here, but we want to assure you that while the SECURE Act changes retirement planning, specifically with how retirement accounts are taxed and affects required minimum distributions, it is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE Act…
Find out more »Free Educational event to learn how the SECURE Act impacts Retirement & Estate Planning at the DoubleTree, Hyannis
The SECURE Act, effective January 1, 2020, is one of the most impactful law changes to retirement accounts in a generation. There is a lot to unpack here, but we want to assure you that while the SECURE Act changes retirement planning, specifically with how retirement accounts are taxed and affects required minimum distributions, it is not all bad. And there are still ways to protect everything you own and love. The biggest talking point is that the SECURE…
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