You are cordially invited to join us for a special workshop!
This workshop is designed to inform you about retirement income planning in the year 2019 and beyond. There are little-known 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!
James D. Zifer, Jr., Financial Planner Specializing in Estate Preservation
Serving hundreds of Ohio families in protecting their retirement savings.
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.
Advisory services offered through Change Path, LLC an investment advisor. Preferred Planning Services and Change Path, LLC are not affiliated. Preferred Planning Services does not provide tax or legal advice. Licensed Insurance Professional.
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.