Dear Special Guest:

This workshop is designed to inform you about retirement income planning in the year 2018 and beyond. There are little-known tax strategies that could potentially lower the amount you pay out of pocket for taxes, probate and nursing home costs by thousands of dollars. Please join us to receive this important information at one of our upcoming, complimentary workshops where you will discover strategies that will help you protect your retirement savings!

We have multiple upcoming dates and locations located around the Columbus, OH metro for your convenience!

Tuesday, February 13, 2018 from 1:00 p.m. to 3:00 p.m. Reynoldsburg United Methodist Church - 1636 Graham Rd. Reynoldsburg, OH 43068

Tuesday, February 20, 2018 from 1:00 p.m. to 3:00 p.m Powell Municipal Building East Community Room - 47 Hall Rd. Powell, OH 43065

Thursday, February 22, 2018 from 6:00 p.m. to 8:00 p.m. Worthington Griswold Center - 777 N. High St. Worthington, OH 43065 

Tuesday, February 27, 2018 from 1:00 p.m. to 3:00 p.m. Newark - Licking Co. Library - 101 W. Main St. Newark, OH 43055

*You may also reserve your seats online by clicking on the button below and completing the registration form.

James D. Zifer, Jr., Financial Planner Specializing in Estate Preservation

Serving hundreds of Ohio families in protecting their savings and homes from Nursing Home spend downs

Carla Oglesbee, Attorney at Law

Laving Law Group LLC, Practice limited exclusively to Elder Law

• Additional options for protecting your assets from terminal illness and nursing home costs without purchasing Long Term Care insurance
• Understanding the Expanded Estate Recovery Law (government liens placed on seniors' real estate)
• Potentially lowering your income taxes and strategies to avoid or reduce capital gains taxes
• Possible sources for additional income to help with expenses such as at home and assisted living care
• Learning about "spend down"
• Avoiding probate and excess taxation when gifting assets to children
• Understanding the Deficit Reduction Act of 2005

REGISTRATION CLOSES IN:

Preferred Planning Services (PPS) in New Albany, Ohio, is a retirement income planning firm that specializes in assisting seniors with preserving their assets as they face some of retirement's challenges. Created nearly twenty years ago to provide seniors with an opportunity to receive quality, timely information about managing and protecting their retirement income, we are committed to answering your questions concerning: Proper Asset Division, Gifting, Long Term Care, Medicaid Rules, Retirement Income Planning and Care Planning Strategies. 

© 2018 Preferred Planning Services | Privacy Policy

By providing your information, you give consent to be contacted about the possible sale of an insurance, securities or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.