Complimentary Workshop at Brielle Public Library in Brielle, NJ
Preserve What Matters Most to You
Strategies for Estate Planning, Preservation & Retirement Income
We All Deserve An Estate Plan We Can Be Confident In
Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?
Join us for an enlightening presentation that may help you better understand estate planning strategies that help you preserve assets and understand how assets are transferred to heirs. You’ll also learn about common oversights that can dramatically impact your estate.
Event Details
Brielle Public Library
610 South St, Brielle, NJ 08730
Event Options:
– Brielle Public Library on September 13 at 6:00 p.m. – Webinar on September 15 at 6:00 p.m.
Join us for a special presentation at Brielle Public Library while we discuss how to preserve your estate and your family.
What we’ll cover:
- The advantages and disadvantages of wills and trusts.
- Reducing tax exposure when transferring assets to heirs.
- How to plan your estate to make sure it passes on to your loved ones most efficiently.
- How probate works and, more importantly, how you can avoid probate altogether.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
- Identifying the documents needed to preserve your estate.
- Establishing a power of attorney and why it could be important.
- Strategies to help preserve heirs from blowing their inheritance.
- Leveraging dollars for planned charitable giving.
- Why putting property in your children’s names may be a mistake.
- Developing a plan to pay for nursing home expenses if needed while in retirement.
- And much more!
Privacy Policy: All information provided is secure and confidential. Please provide valid email and phone number for workshop confirmation purposes. Seating is limited. Nothing will be sold and there is no charge to attend!
REGISTRATION CLOSES IN:
Why attend?
This workshop combines two empowering elements:
Professional Insight
Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current retirement income plan.
67% of Americans
have no estate plan.²
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, only 33% have a will or living trust.² When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.
FEATURED PRESENTER:
Joel Russo, LUTCF
Owner of NJ Retirement Planning, LLC
Joel Russo is a native to New Jersey and has been in the Financial Services Industry for over 30 years. He is dedicated to helping his clients reap the rewards of a well-planned retirement.
Unlike many Financial Planners, Joel specializes in the retirement market, the “over 50” crowd, and has dedicated his practice to educating this community with workshops on topics relating to conservative alternatives.
Joel’s “Over 50” area of concentration was inspired years ago when he witnessed the challenges faced by his parents who had not been advised properly regarding retirement savings. Joel’s passion then became helping his clients to avoid some common mistakes made by those entering or in the retirement phase.
Throughout his career, Joel has met with and continues to consult with several hundred planners like himself around the country to learn, grow and build the skills necessary to help his clientele enhance their overall financial situation.
Understanding that continued learning is essential in order to adapt and evolve in an ever-changing financial industry is one of the factors that earned Joel a spot in the National Register’s Who’s Who in Executive and professionals, which is registered at the Library of Congress in Washington, D.C.
Joel and his wife, Gina, have three daughters and a granddaughter and reside in Monmouth County.
© 2022 Your Retirement Reality | Privacy Policy
¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.