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FREE “MEDICAID PLANNING” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED FROM FINANCIAL RUIN Lear how Planning ahead can protect from: Running out of money before running out of life forced spend down of your assets Nursing home seizure of your assets Medicaid claw back of assets after your death

Free

FREE “LIVING TRUST” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED, EVEN IF YOU ALREADY HAVE A TRUST! Learn how a properly designed and maintained Living Trust estate plan can protect from: Forcing your family through court if you (or your parents) are disabled Forcing your family through court if you (or your parents) die Falling prey to the uncertainty of the new “temporary” estate tax law Losing an inheritance to predators who want to take it away (divorcing spouses, lawsuits, creditors, government agencies and the IRS) Allowing HIPAA to sabotage the estate plan Failing to assure that beneficiaries take advantage of maximum income tax “stretch out” of IRAs and company retirement...

Free

FREE “MEDICAID PLANNING” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED FROM FINANCIAL RUIN Lear how Planning ahead can protect from: Running out of money before running out of life forced spend down of your assets Nursing home seizure of your assets Medicaid claw back of assets after your death

Free

FREE “LIVING TRUST” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED, EVEN IF YOU ALREADY HAVE A TRUST! Learn how a properly designed and maintained Living Trust estate plan can protect from: Forcing your family through court if you (or your parents) are disabled Forcing your family through court if you (or your parents) die Falling prey to the uncertainty of the new “temporary” estate tax law Losing an inheritance to predators who want to take it away (divorcing spouses, lawsuits, creditors, government agencies and the IRS) Allowing HIPAA to sabotage the estate plan Failing to assure that beneficiaries take advantage of maximum income tax “stretch out” of IRAs and company retirement...

Free

FREE “MEDICAID PLANNING” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED FROM FINANCIAL RUIN Lear how Planning ahead can protect from: Running out of money before running out of life forced spend down of your assets Nursing home seizure of your assets Medicaid claw back of assets after your death

Free

FREE “LIVING TRUST” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED, EVEN IF YOU ALREADY HAVE A TRUST! Learn how a properly designed and maintained Living Trust estate plan can protect from: Forcing your family through court if you (or your parents) are disabled Forcing your family through court if you (or your parents) die Falling prey to the uncertainty of the new “temporary” estate tax law Losing an inheritance to predators who want to take it away (divorcing spouses, lawsuits, creditors, government agencies and the IRS) Allowing HIPAA to sabotage the estate plan Failing to assure that beneficiaries take advantage of maximum income tax “stretch out” of IRAs and company retirement...

Free

FREE “MEDICAID PLANNING” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED FROM FINANCIAL RUIN Lear how Planning ahead can protect from: Running out of money before running out of life forced spend down of your assets Nursing home seizure of your assets Medicaid claw back of assets after your death

Free

FREE “LIVING TRUST” SEMINAR

COURTYARD BY MARRIOTT 2000 NW Executive Center Cir, Boca Raton, FL

BE SURE YOU AND YOUR FAMILY ARE PROPERLY PROTECTED, EVEN IF YOU ALREADY HAVE A TRUST! Learn how a properly designed and maintained Living Trust estate plan can protect from: Forcing your family through court if you (or your parents) are disabled Forcing your family through court if you (or your parents) die Falling prey to the uncertainty of the new “temporary” estate tax law Losing an inheritance to predators who want to take it away (divorcing spouses, lawsuits, creditors, government agencies and the IRS) Allowing HIPAA to sabotage the estate plan Failing to help you and your family from being wiped out by nursing care bills

Free

Wine & All That Jazz w/ Auction

Wine & All That Jazz is an all-out celebration brought to you by the Boca Chamber and Truist at the luxurious The Boca Raton bringing together the who’s who in Boca Raton. You will indulge in an extensive array of over 100 varieties of wine, spirits, beer and dinner by the bite from some of Boca’s top restaurants. Enjoy a live band in the general room performing post modern jazz music then turning it up with music from yesterday and today offering the perfect setting for a dance party. Are you feeling lucky? At Wine & Jazz you will have...