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Asset Preservation Workshop

March 15 @ 9:30 AM - 11:00 AM

For Retirees and People over 55
2023 Update of: Federal Estate Tax Laws • Medicare & Medicaid Issues • Taxation of Social Security & Probate Laws • Rules and Regulations to Help Protect You From Nursing Home Costs.

Reservations Required – Call 239-256-7850
This important and timely information is intended to answer the questions that many of us have in regards to our retirement futures. No admission required and nothing will be sold. Couples are encouraged to both attend!


MARKET TURBULENCE AND THE ECONOMY: Learn the latest on how your retirement assets and legacy could be at risk.
POSSIBLY AVOID MEDICAID TRAP: How to potentially protect your assets from Catastrophic Illness and Nursing Homes without purchasing Traditional Nursing Home Insurance.
LEARN: Facts about what is exempt from Nursing Home attachment.
TAXES: How to potentially lower or eliminate taxes on Social Security, Interest Income, Capital Gains, and Taxes upon death.
HOW TO: Potentially increase your spendable income.
PROBATE: Trusts, Lawsuits and Legal Issues.
WALL STREET: Learn how to potentially protect your principal
BANKS: Advantages and Disadvantages.



March 15
9:30 AM - 11:00 AM


Help To Retire


Twin Isles Country Club
301 Madrid Blvd
Punta Gorda, FL 33950 US
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