Protecting Your Assets (Estate Planning) - Lunch Seminar

You’ve worked hard to accumulate your assets over your lifetime. Learn the three keys to keeping them safe against:

• Long-term care costs (including the Medicaid “spend-down”)
• Excessive probate fees
• Overpaying IRA taxes

We are pleased to have Elder Law and Estate Planning attorney Tim Stallings joining us to present this information. A question and answer session will follow.

Complimentary lunch included!

Investment advisory services are provided by Advance Capital Management, Inc. Brokerage services may be provided by Advance Capital Services, Inc., an affiliated company. Both companies are collectively referred to as “Advance Capital.” Advance Capital Management and AlerStallings are not affiliated companies.