Thanks for signing up for one of our upcoming events!
Estate Planning Declassified
Strategies for Estate Planning, Preservation & Retirement Income
Your Event Date & Time:
- Wednesday, August 9 at 6:00 p.m.
Add it to your calendar:
Event Dates & Times: – Wednesday, August 9 at 6:00 p.m.
– Wednesday, August 9 at 6:00 p.m.
Please arrive at least 15 minutes early to allow time to park, check-in and be seated.
Seating is limited. We will still need to confirm your attendance and will reach out to you prior to the event. If you have any questions, please don’t hesitate to reach out to us!
You will receive an email confirmation with your registration and event details. We will also send you a reminder email prior to the event. If you are unable to attend or would like to add another guest, please notify us at [email protected]. at your earliest convenience so we can accommodate other guests accordingly.
If you do not receive the confirmation email, check your spam or promotions folder and make sure you add [email protected] to your contact list.
We look forward to seeing you there!
Greg Lavelle, MBA
CEO of Retirement Advisers.net
Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC. Retirement Advisers and CreativeOne Securities, LLC are not affiliated. We do not offer tax, legal or estate planning advice or services.
Greg Lavelle | RetirementAdvisers.net
195 Park Ave.
Worcester, MA 01609
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. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency.
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. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.