Third Thursday: July 19th

 

Third Thursday: Smart Social Security and Long-Term Care Planning

 
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Thursday, July 19, 2018
5:30 p.m.


Pierro, connor & associates
43 British American Blvd.
Latham, NY 12110

Free to attend | Seating is Limited

Presenters:
Lou Pierro, Managing Partner, Pierro, Connor & Associates, LLC
Guest Speaker: David Roche, Vice President and Branch Manager, Foresters Financial

Avoid costly retirement mistakes by learning how to maximize social security benefits, preserve assets and pay for long-term care.

Learn the answers to your questions:

• When will I benefit from a revocable or irrevocable trust?
• Which assets can be protected in a trust?
• How do I plan to qualify for Medicaid when I need it?
• How can I secure a legacy for my family?

• Will Social Security be there for me? 
• When should I apply for Social Security?
• How can I maximize my benefits?
• Will Social Security be enough to live on in retirement?