Attend a Free Educational Course

UPCOMING WORKSHOPS

PRIOR PLANNING PREVENTS POOR PERFORMANCE, PERIOD!

A Comprehensive Education on Retirement, Estate and Portfolio Protection Planning for People Serious about Retirement Success!

Sept. 14th-16th

Choose the Topics You Wish to Attend

Day 1:  Laboring Over Long-Term Care Insurance

Day 2:  Examining Estate Planning and Estate Taxation

Day 3:  Maximizing Retirement Income and Protecting Your Money

(Choose either 1:00-3:00pm OR 7:00-9:00pm)

Reservations Required:  Call 919-461-9998 (24hrs)

Location:
Woodland Terrace
300 Kildaire Woods Drive
Cary, NC 27513

Woodland Terrace is located near the intersection of Kildaire Farm Road and Cary Parkway.

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RETIREMENT & ESTATE PLANNING WORKSHOP

You Worked Long Hours for Many Years!

Aren’t You Entitled to a Successful Retirement?

Whether you’re still working and need to develop or improve your retirement plan, or you’re already retired but want to protect and optimize your financial situation, we invite you to join us for a FREE comprehensive education on Retirement, Estate and Portfolio Protection Planning where we will teach you, in Layman’s terms, the following information that we feel is critical to help secure your financial future: 
 

THE TIME TO PLAN IS NOW!
EDUCATION IS THE KEY TO SUCCESS!!

At this workshop we will teach you what we believe is essential information, techniques and strategies you will want to know in order to effectively prepare for and thrive throughout your retirement years. Leave your wallet, purse and checkbooks at home as there isabsolutely No Cost and No Commitment required to attend these sessions and No Selling will take place. As part of your participation you will simply be offered a No-Cost, No-Obligation private consultation with a retirement planning professional at a later time. That will be your choice, no-pressure!

 
DAY 1:  LABORING OVER LONG-TERM CARE INSURANCE

To have, or not to have Long-Term Care Insurance, that is the question. Do you know the three common misconceptions of Long-Term Care and the ramifications of making the wrong assumptions about who, how and where care will be provided for you as you age? We will study the facts and figures regarding the likelihood of needing Long-Term Care and the cost of coverage in our area. Do you know who does and doesn’t pay the cost of Long-Term Care and what, if anything, to expect from Medicare, Medicaid and private health insurance? We fully examine the financial consequences and family impacts of not having a plan in place to address Long-Term Care. You will learn how to determine if Long-Term Care insurance is right for you, what specifically these policies cover, and how to effectively evaluate policy features and cost factors. We’ll also explore several alternatives to traditional Long-Term Care insurance that may be more beneficial to you.

DAY 2:  EXAMINING ESTATE PLANNING

Do you know what components make up a comprehensive Estate Plan and all the reasons you should have one? In this session we teach you how to optimize your estate plan to reduce or eliminate the effects of Federal and State death taxes so you can pass on the maximum possible to your heirs. Do you know why and how it might be beneficial to avoid Probate, the pros and cons of Wills vs. Trusts, and which one might be best for you? Do you know how By-Pass, Legacy, Q-TIP, Living and Irrevocable trusts can be used and combined to prevent unnecessarily costly and time consuming problems for your heirs? Learn what income taxes will be due on your IRA’s when you’re gone and how your heirs can legally defer paying some of these taxes if they choose. Do you know what roles life insurance can play in estate planning? Will your estate transfer quickly and issue-free to your heirs? We will answer all these questions and explain, in simple terms, the proper methods of effective estate planning.

No matter how large or small your estate, if you want to make
certain your plan is complete, optimized and hassle-free for
your family, this session will teach you how.

DAY 3:  MAXIMIZING RETIREMENT INCOME AND PROTECTING YOUR MONEY

What’s more essential to retirement happiness than financial security? Here we’ll teach you how to create a comprehensive retirement plan that can turn your savings into a consistent, reliable income stream when you retire – one you can never outlive. We’ll show you how you can position your portfolio so your income has the potential to go up based on growth in the stock market, but never go down when the markets fall. We’ll teach you what role today’s advanced, modern annuities can play and the pros & cons of using them. For those that simply want to protect what you have and maximize what you leave to your heirs, we show you innovative strategies to accomplish these goals as well. Whether you’re planning for a future retirement or are seeking to optimize your existing retirement, you owe it to yourself to know how these specific financial strategies and techniques work, and how the Trinity Method of Investing© can be applied to help ensure a successful retirement.

If your retirement financial goals include maximizing income
for life, safety of principal, growth, liquidity, tax-advantages
and control of your money, don’t miss this session!!
 

- While we strongly encourage you to attend all three days to get the maximum possible benefit, you are welcome to attend only the sessions you desire. We also highly recommend attending with your spouse or any others with whom you consult on important planning matters. And feel free to bring your friends!

* A Variable Annuity is a long-term investment vehicle designed specifically for retirement. While they are subject to market risk and fluctuation in account value, they may also offer several optional protection features not found in other investment vehicles.

** Guarantee is based on the claims paying ability of the insurance company.