Just a few of the classes at Retiremeet 2017
meet real retirement investing
Discover the huge differences between real investing and most of what is passed off as investing. Then Don will take you through the process of creating a properly diversified real investment portfolio based on each investor's needs and risk profile. Plus, Don will share a new tool that allows anyone to easily build a real investment portfolio, no matter how much they have to invest.
meet real retirement income
You've invested successfully and have accumulated a decent retirement nest egg. Now it's time to start living off of and enjoying the fruits of your labor. How can you create the best possible income stream from your investments and make it last a lifetime and beyond. Tom explores the popular income options and demonstrates some techniques for creating and income for life or your Next Wage.
Protecting Your Estate and Family with New Long-Term Care Programs
Are you worried about becoming a burden on loved ones, not being able to stay in your home or spending through your savings due to a long-term care situation? Brian Ott is a Certified Long-Term Care Planning Specialist and will guide you through new rule changes and programs that make it easier than ever to protect your savings and the people you care about most. Discover what most advisors won't tell you; the truth about Medicare and Medicaid and why government programs are not the answer for long-term care. Brian will also compare several options including traditional plans and the new asset based plans that are guaranteed to pay you back if you never use them.
overcoming Retirement challenges
Attorney Rick Gregorek wants to help everyone plan for the potential issues that most of us will eventually face. He does this through both his radio show Your Partner In Law heard Sunday mornings at 8 on KIRO 97.3FM, and his legal practice in Kirkland. At Retiremeet, Rick will provide valuable guidance on creating your personal wealth plan in retirement. Rick will cover estate planning, special needs trusts, long-term care options, Medicaid planning, and more.
Asset pRotection takes more than planning
Attorney Darol Tuttle will illustrate the difference between traditional estate planning and asset protection in the modern era. This presentation will emphasize the biggest threat to your retirement and estate to include taxes, probate and even the high cost of long-term care. Condensing complicated legal strategies, Mr. Tuttle will discuss six proven legal strategies to ensure a successful retirement and the largest possible legacy for subsequent generations.
What’s Your Plan? Choices regarding your Long Term Care.
Long Term Care is expensive… the protection afforded by insurance is NOT.
Long Term Care Insurance is designed to provide you with CHOICE of where to receive care, those providing your care, and to maintain your independence, decision-making ability, and dignity.
It is also designed to prevent you from outliving your money, or becoming a financial and/or emotional burden on your family and friends.
plus Special Guests
Author and Huffington Post Columnist
Author and Marketwatch Columnist
Social Security and Medicare Expert
and a live broadcast of