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Investment Planning Seminar
January 25, 2017 @ 6:30 pm - 7:30 pmFree
Transitioning into Retirement Seminars
Oliver Financial Group is offering a series of classes to educate and assist you to make the best decisions for this next phase of your life. If you’re making the transition into retirement, these complimentary, informative seminars are for you! Join us to learn more about:
- How can I optimize my Social Security benefits?
- How can I make my savings last?
- What estate-planning documents do I need?
- What do I need to know about investment planning?
- How can I minimize taxes?
Seating is Limited!
To RSVP Call 888-699-8213 or email [email protected]
Investment Planning Seminars
January 25th at 6:30pm-7:30pm
February 7th at 6:30pm-7:30pm
Discover the evolution of investing in simple, understandable terms. Through advancement in technology comes advancement in investments. It is more important than ever that investors understand exactly what they are invested in and how portfolios can be designed to meet a desired risk profile. Eric Barr will discuss how modern investment technology coupled with quality investment options can provide a custom, risk appropriate portfolio that provides superior efficiency and transparency into your portfolio.
Social Security & Retirement Income Planning Strategies
January 17th at 6:30pm-7:30pm
February 1st at 6:30pm-7:30pm
Social Security is the foundation of most retirement income plans, yet most people miss out on thousands of dollars in benefits. Frank Oliver will share how to make the most of your Social Security and how to integrate it with your other retirement income sources. As you transition from work to post-work life, you’ll need to determine how to manage risks while creating a paycheck from your accumulated assets for the rest of your life.
Estate Planning Seminars
January 19th at 6:30pm-7:30pm
February 15th at 6:30pm-7:30pm
Estate Planning (Wills and Trusts) Presented by: Marc Carlson, Esq. Attorney Marc Carlson, an AV Preeminent rated attorney, will discuss estate planning strategies to help your family avoid a mess during your mental incapacity or after death, the pros and cons of will plans versus trust plans, asset protection for your children, and why it’s important to have a plan in place from an emotional and financial perspective. You also will learn about the probate court process, estate taxes, and problems with joint tenancy ownership, conservator court, and powers of attorney. Proper planning will help you and your family avoid unnecessary fees and expenses during your lifetime and after death.
Tax Planning Seminars
January 11th at 6:30pm-7:30pm
February 9th at 6:30pm-7:30pm
Simply selecting an investment without a solid plan can be disastrous. That’s why it’s best to first outline your family dynamics, retirement horizons, dreams, budget, income needs, Social Security timing and an entire host of retirement needs before choosing an investment and tax-planning strategy. A comprehensive plan for retirement must incorporate income and estate-tax planning to protect one’s hard earned money from the many tax traps that exist. These tax traps can lead to the unfortunate erosion of your retirement accounts for yourself and your heirs.