Asset Preservation Workshop
Schedule
Tue Sep 16 2025 at 06:00 pm to 07:30 pm
UTC-04:00Location
Irish Cultural Center of Western New England | West Springfield, MA
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For Retirees and People over 552025 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 413-391-0010
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!
TOPICS DISCUSSED AT THE WORKSHOPS:
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.
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Where is it happening?
Irish Cultural Center of Western New England, 429 Morgan Rd, West Springfield, MA 01089-1747, United StatesEvent Location & Nearby Stays:
