Lunch & Learn-2018 Retirement Planning

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Name: Lunch & Learn-2018 Retirement Planning
Date: March 14, 2018
Time: 12:00 PM - 1:30 PM EDT
Event Description:
Do you have questions about the NEW 2018 Long-Term Care Insurance, Social Security or Tax Decisions? 
Have them answered at a FREE lunch & learn with Stratos Wealth Partners. Briant Sikorski will focus on how these changes can effect your retirement planning. 

Topics Discussed
  1. New Long-Term Care (LTC) Insurance Decisions
    1. Traditional LTC
    2. LTC/Life Asset-Based Products
    3. Annuity/LTC
    4. Life Insurance With LTC Rider
  2. New Social Security Decisions
    1. Restricted application
    2. Coordinating benefits
    3. Survivor benefits
    4. Divorcee benefits
    5. Remarriage and Social Security
  3. New Tax Decisions
    1. Lower tax rates for individuals, estates and businesses
    2. Individual mandate to purchase insurance repealed
    3. Changes to deductions
    4. Changes to the way businesses are taxed
    5. Five income tax planning strategies to consider
Location:
10000 Cambridge Village Loop
Apex NC 27502
Date/Time Information:
March 14th at 12 p.m 
Contact Information:
Send an Email
Fees/Admission:
Please RSVP
skelly@cvsliving.com
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