Safe Money Mindset™ Senior Retirement Masterclass in Owosso, MI

If you're age 50 or older, here is why you should attend this workshop! ⬇️

Did You Know?

• The average nursing home cost Nationally = $10,200 per month and the average stay is 2.5 years!

• High percentage of nursing home stays result in a LIEN on your home due to the Estate Recovery Act!

• Medicaid spend down is the fastest way to loose your estate.

• 85% of people who end up in nursing homes rely on Medicaid.

• 65% of Americans 65 and older will rely on skilled care.

• You will pay a lifetime penalty fee on Medicare if you miss certain filing timelines.

~ You don't need to be a statistic. Join us to learn how to protect yourself. ~

What you will learn at this informative educational workshop:

• Expert guidance on safeguarding assets and home from nursing home expenses.

• Learn how to transform disappointing 401K returns into a lifetime of guaranteed income.

• Learn how to navigate the Medicare-Medicaid maze and differentiate their benefits and payment responsibilities.

• How to preserve retirement accounts from Medicaid and Nursing Home Spend Down.

• Discover how the Secure Act directly affects your beneficiary retirement accounts.

• Discover the benefits and potential limitations of annuities.

• Explore techniques to bypass probate, safeguard your estate, and decode the Estate Recovery laws.

• Secure your legacy and eliminate the risk of losing all your hard-earned rewards from a lifetime of work.

• Achieve peace of mind by establishing a comprehensive estate plan that empowers YOU to determine the handling of your assets in any scenario.

All Attendees Will Receive Credit To A No-Cost, One-on-One Review Of Your Estate Plan!

FREQUENTLY ASKED QUESTIONS:

Is there a cost to attend? No, there is no cost to attend.

Do I need to bring anything? No, you will be provided with pen and paper to take notes.

Will any investments or investment products be discussed? No, there will not be any discussion of any investments whatsoever.

Will I be pitched or sold anything? No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.

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Host or Publisher Richard Williams