Protect Your Future

Protect Your Future & Your Family With Smart Legal, Financial & Estate Planning

 
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Wednesday, September 4, 2019 | 6-8 pm

Location:
17 Schuyler Meadows Club Road
Loudonville, NY 12211

Free to attend   I  Seating is limited   I  Refreshments Served

Presenters Louis Pierro, Elder Law Attorney and Li Ding, Senior Independent Financial Advisor

Presenters Louis Pierro, Elder Law Attorney and Li Ding, Senior Independent Financial Advisor

70% of America's affluent fail to successfully distribute their assets to the next generation. Procrastination is dangerous to your wealth and the cost of Long-Term Care is exorbitant.

Estate planning can preserve your income and assets throughout your lifetime, and protect your home and retirement savings. Learn about smart legal, financial and insurance strategies that can keep your wealth in the family.

  • What are the basic estate planning documents I should create?

  • Do I need a Will or a Trust?

  • How can I protect my home, IRA and other financial assets?

  • How can I offset risks to my retirement portfolio?

  • How do I utilize Medicaid for long-term care planning?

  • How can long-term care insurance fit into my plan?

  • How do I provide a legacy for my child and grandchildren?