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Estate & Tax Planning: Surviving Retirement – Metropolitan Community College Maple Woods

Metropolitan Community College Maple Woods - Campus Center 103 2601 NE Barry Rd, Kansas City, MO, United States

Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]

Free

Social Security Strategies – Metropolitan Community College Longview

Metropolitan Community College Longview - Business Center BU-107 500 SW Longview Rd, Lee's Summit, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Social Security Strategies – Village Travel

Village Travel - Departure Room 4255 N Ridge Rd, Wichita, KS, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Taxes in Retirement – Village Travel

Village Travel - Departure Room 4255 N Ridge Rd, Wichita, KS, United States

Join Market Advisory Group for a taxes in retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

Free

Maximize Social Security, Minimize Taxes – Butler Community College (Andover Campus)

Butler Community College - Grizzly Den 715 E 13th St, Andover, KS, United States

Join Market Advisory Group for a social security and tax class to learn: What social security and tax strategies are still available to me? When should I start receiving my social security benefits? How will this decision affect my spousal social security benefits? Survivor benefits for widowed and divorced spouses? Single, married, divorced or widowed, learn ways […]

Free

Rising Costs of Long-Term Care – North Kansas City Parks & Recreation Center

North KC Parks & Recreation Center - Ryan Hall 1201 Clark Ferguson Dr, North KC, MO, United States

Join us to learn: Little known strategy to cover LTC costs without expensive (and possibly) wasted insurance premiums! How to use “other people’s money” to pay for LTC expenses Review of LTC benefits from Medicare – The good, the bad and the (REALLY!) ugly! Critical steps to transfer the risks – even if you’re wealthy! […]

Free

Avoid the Top Estate Planning Mistakes – Cargill Learning Center

Cargill Learning Center - Wetlands Room 5555 W Zoo Blvd, Wichita, KS, United States

Join us to learn: How to prepare for Long Term Care (without a traditional & expensive LTC policy!) How to avoid probate, long delays, and fees all with a simple plan How to protect your hard-earned assets from rising long term care costs How to massively reduce income taxes for your beneficiaries with a coordinated […]

Free

Taxes in Retirement – Tomahawk Ridge Community Center

Tomahawk Ridge Community Center - Crest Room 11902 Lowell Ave, Overland Park, KS, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

Free

Social Security Strategies – Excelsior Springs Community Center

Excelsior Springs Community Center - Community Room 500 Tiger Dr, Excelsior Springs, MO, United States

Join Market Advisory Group for a social security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

Free

Taxes in Retirement – Excelsior Springs Community Center

Excelsior Springs Community Center - Community Room 500 Tiger Dr, Excelsior Springs, MO, United States

Join Market Advisory Group for a Taxes in Retirement class near you to learn: Ways taxes can increase in retirement Why taxes are the biggest retirement threat you haven’t addressed How to design your retirement to be “tax-conscious” Tried and true strategies to protect your retirement from tax and legislative risk How the budget debate in Washington could negatively affect your retirement […]

Free

Estate & Tax Planning: Surviving Retirement – WSU West

WSU West - Room 109 3801 N Walker Ave, Maize, KS, United States

Join us to learn: The advantages and disadvantages of Wills and Living Trusts. How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away). Longevity: Solutions if you live too long, die too soon, or become ill. The New Normal: A review of where things could […]

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Social Security Strategies – Gladstone Community Center

Gladstone Community Center - Gladstone Room 6901 N Holmes St, Gladstone, MO, United States

Join Market Advisory Group for a Social Security class to learn about: Changes to Social Security filing strategies How married couples can help enhance their combined monthly and lifetime benefits How the “do over” and “start, stop, restart” strategies work How to claim retroactive benefits as a lump sum The effect of remarriage on survivor […]

RSVP Now Free