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CXL'D - The Greatest Financial Threat to Your Retirement - Scottsdale - Morris Hall, PLLC

CXL’D – The Greatest Financial Threat to Your Retirement – Scottsdale

Type: seminar Date: January 18 Time: 11:00 AM - 01:00 PM Venue: Tonto Verde Country Club, 18401 El Circulo Drive, Rio Verde,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:Tonto Verde Country Club DESCRIPTION:The Greatest Financial Threat to Your Retirement Is… Uncovered Long-Term Care Expenses • What is a living trust and how can it avoid probate? • Why do you need a mental healthcare power of attorney? • Nursing home expenses continue to increase. What can you do to plan for rising costs? • Full time Arizona […] ADDRESS:18401 El Circulo Drive DTSTART:20180118T110000 DTEND:20180118T130000 URL;VALUE=URI:https://morristrust.com/seminars/cxld-the-greatest-financial-threat-to-your-retirement-scottsdale/ SUMMARY:CXL’D – The Greatest Financial Threat to Your Retirement – Scottsdale LOCATION:Tonto Verde Country Club, 18401 El Circulo Drive, Rio Verde, PHONE: DTSTAMP:20210620T023522 UID:60cea96ad2a21 END:VEVENT END:VCALENDAR
      CXL’D – The Greatest Financial Threat to Your Retirement – Scottsdale.ics

The Greatest Financial Threat to Your Retirement Is… Uncovered Long-Term Care Expenses

• What is a living trust and how can it avoid probate? • Why do you need a mental healthcare power of attorney? • Nursing home expenses continue to increase. What can you do to plan for rising costs? • Full time Arizona Residents - understand the differences an AZ plan can offer. • Long-Term Care (LTC): What protections can be provided by having a properly drafted trust? • Arizona’s average monthly cost for a private room in a nursing home is $7,604. • Learn about new options available to help with LTC needs. • Leverage Lazy Assets up to a larger amount of tax-free LTC benefits. • The Pension Protection Act of 2006 provides for several tax favored LTC solutions. SPEAKERS: Marshall C. Miller, CWS® has worked in banking and finnancial advisement with expertise in Investment Planning, Insurance Planning, Retirement Planning and Planning for Incapacity since 1992. West Hunsaker is a Partner and attorney at Morris Hall, PLLC, helping to create personalized plans for his clients to protect their assets for the future. He is also Co-Author of Tax-Free Money for Long-Term Care. Tonto Verde Country Club  Map  -  Friends, family and neighbors are welcome.  A light lunch will be served. This seminar was cancelled. To schedule an appt with an attorney, please call 480-455-3693
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