Events and Seminars
How To Increase and Protect Your Estate & Your Assets
At these workshops, you'll discover:
- How to ensure your assets are managed as you desire - if you become ill, disabled or incapacitated
- How to strengthen your current 2011 Estate Plan with the most advanced methods available, such as A/B Trusts, Living Trusts, and Revocable & Irrevocable Trusts. Matthew Dopkin, Esq., CPA (of the Dopkin Law Firm) will address today's methodologies.
- How to position your assets so you never outlive your money
- How to use FDIC Insured Bank notes and linked CDs - What they are and how to use them
- Rules for Inherited IRAs that you and your heirs must know
- New strategies to protect your stock market gains and eliminate losses when the stock market falls
Dates and Times
Future dates to be announced soon.
Sign Up Today!
To register, or for more information, please call us at toll free 1-866-665-6875 and ask for Sandy or Mary. Seating is limited and reservations are required!
