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Estate Planning - Meet the Experts!
Franklin Savings Bank, 387 Central Street, Franklin, NH
Estate Planning Seminar
Estate Planning - Meet the Experts!
Gain valuable Estate Planning knowledge at the
'Meet the Experts' Workshop with:
Mark P. Perkins, CWP of the National Center for Financial Education
James Sessler, Esq., Sessler Law Office, PLLC
Meg E. Miller, Administrator, Peabody Home
Wayne E. Gregoire, Estate Planning Specialist
Terry Parker, Medicaid Specialist
Michael F. Ventura, President & CEO, Independence Financial Advisors, LLC
Host and Moderator: Pam Hannan,Vice President, Insurance & Brokerage Services, Independence Financial Advisors LLC
Tuesday, March 6th
Tuesday, April 17th
Tuesday, May 22nd
Franklin Savings Bank's Main Office, 387 Central Street, Franklin, NH
2:00 p.m. - 4:00 p.m. -or- 6:00 p.m. - 8:00 p.m.
Independence Financial Advisors, a wholly-owned subsidiary of Franklin Savings Bank, has carefully assembled a team of specialists for an informal town meeting-style workshop to address today's important topics.
Hear the information and ask questions on how to:
- Properly plan your estate
- Minimize or eliminate taxes on Social Security income
- Properly title, protect and preserve your assets
- Identify the legal documents you should not be without
- Understand the differences between Medicare and Medicaid
- Distinguish between assisted living, home health care and nursing home care
- How you are affected by recent changes in new legislation, The Deficit Reduction Act of 2005
Do not miss this opportunity!
Bring a guest and your questions to this free educational workshop. Call to reserve your spot today. Seating is limited and workshops fill up quickly. Refreshments will be served. Please R.S.V.P. to Pam Hannan by the day prior to the seminar at (603) 934-8372 or 1-800-821-1776 or by e-mail at hannan@ifa-nh.com.
RSVP to this Event
Copyright 2012. All rights reserved to Independence Financial Advisors, LLC.
Investment Management services are offered through Fidelity Institutional Brokerage Group.
Securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.
Fixed Insurance is offered through Consolidated Life Producers.
Services, securities and insurance offered through Independence Financial Advisors, LLC and Fidelity Institutional Brokerage Group, Infinex Investments, Inc. and Consolidated Life Producers are not FDIC-insured, are not deposits or obligations of nor guaranteed by Franklin Savings Bank or its affiliate. These products are subject to investment risk, including possible loss of value and are not insured by any federal government agency. For more information about a particular security, ask for a prospectus. Please read it carefully before making an investment.