"Not Your Grandfather’s Retirement Options: What Every Elder Law Attorney Needs to Know about Annuities"

Date: Wednesday, May 14, 2014
Time: 8:30am - 10:00am
Location: The Village at Willow Crossings, 25 Cobb Street, Mansfield, MA 02048
Speaker: Bill Bonk, Regional Annuity Director, The Smith Company, Ltd and Robin Smith, Insurance Advice and Advocacy for Seniors

A Networking Breakfast and Presentation

"Not Your Grandfather’s Retirement Options: What Every Elder Law Attorney Needs to Know about Annuities"

Elder Law attorneys generally have a unique perspective on different financial products. While bankers and brokers preach growth and potential to their clients, attorneys may be faced with complex and expensive problems of extrication and liquidation when those same clients come to them later. So, as a group, attorneys develop a rather jaded (to say the least), negative attitude to annuities (in particular) as useful financial tools.

But laws change, products change, and economic circumstances change. This presentation is for attorneys, CPAs, and financial professionals who deal with seniors, and is designed to highlight the tax, long term care, and financial options available with different annuities today.

Are you getting the best tax advantages and treatments for your clients?

Are you leveraging the long term care payment strategies the new laws allow you accomplish with annuities?

Co-Sponsored by:
Robin Smith, Insurance Advice and Advocacy for Seniors
The Smith Company Ltd
Bristol County Estate Planning Council (BCEPC)

Details:
Date: May 14, 2014
Time: 8:30—10 am Buffet Breakfast

Speakers: Bill Bonk, Regional Annuity Director, The Smith Company, Ltd and Robin Smith, Insurance Advice and Advocacy for Seniors
Hosted by: The Village at Willow Crossings, 25 Cobb St, Mansfield, MA 02048

RSVP to Leslie Delaney - 508-261-1333

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