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February 2020

Free Educational WEBINAR to learn how the SECURE Act impacts Retirement & Estate Planning

February 26 @ 11:00 am - 12:00 pm

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…

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Estate Planning 101 – Rosebrook Event Center, Wareham

February 27 @ 5:30 pm - 7:00 pm
Rosebrook Event Center, 50 Rosebrook Pl
Wareham, MA United States
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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…

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March 2020

Preparing to Pay for Assisted Living at Rachel’s Lakeside, Westport

March 5 @ 5:30 pm - 7:00 pm
Rachel’s Lakeside, 950 State Road
Dartmouth, MA 02747
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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…

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Free Educational event to learn how the SECURE Act impacts Retirement & Estate Planning at the Wamsutta Club, New Bedford

March 12 @ 1:00 pm - 2:30 pm
Wamsutta Club, 427 County Street
New Bedford, MA 02740 United States
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  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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Free Educational event to learn how the SECURE Act impacts Retirement & Estate Planning at the Wamsutta Club, New Bedford

March 12 @ 5:30 pm - 7:00 pm
Wamsutta Club, 427 County Street
New Bedford, MA 02740 United States
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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

March 24 @ 5:30 pm - 7:00 pm
Courtyard Marriott, 37 Paramount Drive
Raynham, MA 02767 United States
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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

March 25 @ 5:30 pm - 7:00 pm
Hyannis Double Tree, 287 Iyannough Rd
Hyannis, MA 02601 United States
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  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 »
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