How income planning and asset protection work together to create long-term security
Today’s retirees are living longer, more active lives while enjoying the opportunity to travel, explore new activities and complete the items on their “bucket lists.” Very simply, your expectations for retirement are changing, and that has big implications for how you should manage your savings.
Join financial advisor Thomas Farnan of Northwestern Mutual’s Nelliam Financial Group and elder law attorney Aaron Connor of Pierro, Connor & Strauss for a free lunch-and-learn on how income strategies and asset protection planning can work together to create long-term security.
They will cover:
- Creating reliable income for retirement
- Protecting savings from market volatility
- The Core Four documents everyone needs
- Planning for long-term care costs
- Avoiding probate and building a legacy for children and grandchildren
- Real-world examples of how integrated planning protects families
REGISTER HERE TO ATTEND
Please register with the form below to attend this seminar.
"*" indicates required fields
