Educational Seminar

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Educational Seminar

 

NOVEMBER

 
 

Dear Visitor,

We wanted to extend the invitation below.

 

How Prepared Are You? Doing Nothing is the Worst Thing to do!
Join Ann Vano (Estate Lawyer), Mark Sumner (Investment Advisor), and Stuart Madow  (Senior Community Relations Director with Emeritus at Churchill) to see if your plan is sufficient to withstand issues that come with aging and end of life.  In this seminar you will learn how to get prepared and put a good plan in place. Ann Vano will review topics: Power of Attorney, Living Will, Revocable Trust, and POD or TOD accounts, and the consequences of not having these things in place. She will also discuss why joint bank or investment accounts with your children, and joint names with your children on real estate is a BIG NO NO. Mark Sumner will provide information on various funding options for long term care (Medicaid, VA, and private pay). He will discuss how to best transfer investment accounts, and how to retitle financial accounts to best protect your money.  He will also review the impact on taxes if you withdraw the funds from your spouse’s IRA, and how you can protect yourself from Financial Advisors. Stuart Madow will give a brief overview of assistive living options. This seminar is specifically planned with the primary purpose of educating the non-senior population on the need to plan for their future as they age, highlighting possible consequences and aging issues that arise when one’s affairs are not in order. The program is open to anyone interested.  The seminar will be held on Fri., Nov. 14 at 11 a.m. at South Iredell Senior Center. A light lunch will be provided for all that pre-register with $1 by Fri, Nov. 7. To register, call 704-662-3337.

 

 

Securities offered through Securities Service Network, Inc. Member:  FINRA/SPIC

If a recommendation is included in th above email, please contact me for additional investment information supporting the recommendation.

Fee based advisory services offered through SSN Advisory, Inc. a registered investment advisor  


Sumner Wealth Management,Inc. | 517 Alcove Road | Suite 202 | Mooresville | NC | 28117

(704) 660.5510 x401 | www.sumnerwealthmanagement.com | msumner@ssnrep.com

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