Grants Pass Financial Advisor Offers Community Education Retirement Classes at Rogue Community College
Individuals contemplating long-term care, social security, retirement and estate planning have a growing number of questions and concerns. These courses will address basic issues regarding creating a sustainable income in retirement in any economic scenario, as well as, common retirement planning concerns including strategies for taking
Class One: Long-Term Care Planning:
- What long-term care is and where it's provided
- Strategies to pay for long-term care
- Key features and government incentives for long-term care insurance
- How Medicare and Medicaid factor into long-term care planning
Event Website
Class Two: Social Security Retirement Benefits
- What your full retirement age is and how your benefit is determined
- How retiring earlier than, or later than, your full retirement age will affect your
Social Security benefit - Why it's important to plan together with your spouse, and strategies you can use to boost retirement and survivor's benefits
- How working after you begin receiving
Social Security could affect how much you receive
Event Website
Class Three: Estate Planning Basics
- Why you need an estate plan
- Strategies to plan for incapacity, including special health care directives
- Wills, trusts, and life insurance
- Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax
Event Website
Seminars include: Free workbook created for this presentation that includes key information, worksheets, and questions to help attendees remember important points from the seminar.
Location: Rogue Community College-Riverside Campus,
Registration:
"I believe that you have a much greater chance for financial success and meeting your goals if you have a financial strategy. Community service is our passion. It is our way of showing appreciation and giving back to the community we so greatly appreciate," states
About
About EMP Financial: EMP Financial was founded with the goal of assisting our clients in their financial lives. For each of their clients, they strive to create financial stability, security, independence, and peace of mind. EMP Financial specializes in tailoring your plans to fit your current situation and providing a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.
Securities and investment advisory services offered through
Media Contact:
Jeannie McLaughlin
469-844-1317
182341@email4pr.com
www.advisormarketingmanagement.com
View original content with multimedia:http://www.prnewswire.com/news-releases/grants-pass-financial-advisor-offers-community-education-retirement-classes-at-rogue-community-college-300543679.html
SOURCE EMP Financial
UnBrokerage Introduces Identity Theft Insurance Employee Benefit Product
Rep. Delaney Cosponsors Legislation to Create Medicaid-Based Public Option
Advisor News
- Flourish brings private-bank-like cash solution to MassMutual’s network
- Majority of Americans concerned recent market highs are unsustainable
- GLP-1 users choose between medication and retirement saving
- Gen X and millennials seek new retirement model
- Are families ready for the costs of aging at home?
More Advisor NewsAnnuity News
- Insurer proposes $1.1M deal to resolve CA teachers’ annuity fee lawsuit
- IMOs get frustrated with slow carrier adoption of faster technology
- New class-action lawsuit targets Delaware Life over annuity disclosures
- A client remarried: Does their annuity still fit?
- Gen X and millennials seek new retirement model
More Annuity NewsHealth/Employee Benefits News
Life Insurance News