How do you sign up for Medicare? How do you avoid Late Enrollment Penalties? How do I pick a plan? Medicare Open Enrollment is November 1 to December 15! There are major changes to Medicare part D for 2025! Independence Financial Advisors is now offering Free Educational Seminars to Retirees on how to sign up for these benefits and educate you on how the Medicare system works.
An Estate Plan is vital for any individual, couple, or family! At this free educational event, we will discuss: How probate works, why you may want to avoid it, and the strategies to do so. How you may be able to protect assets intended for your heirs from lawsuits, divorce, and other claims. Why transferring assets and property to your children may be a mistake. Ways to protect your assets from nursing home costs.
An Estate Plan is vital for any individual, couple, or family! At this free educational event, we will discuss: How probate works, why you may want to avoid it, and the strategies to do so. How you may be able to protect assets intended for your heirs from lawsuits, divorce, and other claims. Why transferring assets and property to your children may be a mistake. Ways to protect your assets from nursing home costs.
An Estate Plan is vital for any individual, couple, or family! At this free educational event, we will discuss: How probate works, why you may want to avoid it, and the strategies to do so. How you may be able to protect assets intended for your heirs from lawsuits, divorce, and other claims. Why transferring assets and property to your children may be a mistake. Ways to protect your assets from nursing home costs.
Enjoying the retirement of your dreams is all about making smart choices, and Medicare is a big part of your retirement. By being well-informed, you are more likely to make better decisions. Independence Financial Advisors and Franklin Savings Bank are pleased to offer this complimentary workshop to help you receive answers to your Medicare questions. You will receive the facts needed to ensure you understand all there is to know about Medicare, including: How early you can qualify When and how to enroll The different parts of Medicare A, B, D and supplemental plans What you need to know about your benefit if you are still working or on an employer's plan.
An Estate Plan is vital for any individual, couple, or family! At this complimentary educational event, we will discuss: The legal documents that make up an Estate Plan, what they mean, and why you need them How probate works, why you may want to avoid it, and the strategies to do so How you may be able to protect assets intended for your heirs from lawsuits, divorce, and other claims Why transferring assets and property to your children may be a mistake Ways to protect your assets from nursing home costs
How the wrong Social Security decision can cost you a lot of money How to balance decisions around other pensions and assets How continuing to work impacts benefits and taxes Optimize benefits to create your retirement game plan
Enjoying the retirement of your dreams is all about making smart choices, and Medicare is a big part of your retirement. By being well-informed, you are more likely to make better decisions. Independence Financial Advisors and Franklin Savings Bank are pleased to offer this complimentary workshop to help you receive answers to your Medicare questions. You will receive the facts needed to ensure you understand all there is to know about Medicare, including: How early you can qualify When and how to enroll The different parts of Medicare A, B, D and supplemental plans What you need to know about your benefit if you are still working or on an employer's plan.
Learn more about making the right moves ahead of retirement: How the wrong Social Security decision can cost you a lot of money. How to balance decisions around other pensions and assets. How continuing to work impacts benefits and taxes. Optimize benefits to create your retirement game plan.
Learn more about making the right moves ahead of retirement: How the wrong Social Security decision can cost you a lot of money. How to balance decisions around other pensions and assets. How continuing to work impacts benefits and taxes. Optimize benefits to create your retirement game plan.