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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 […]

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Maximize Social Security, Minimize Taxes – Derby Public Library

Derby Public Library - Community Room 1600 E Walnut Grove Rd, Derby, 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 […]

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Avoid the Top Estate Planning Mistakes – WSU Hughes Metroplex

WSU Hughes Metropolitan Complex - Room 132 5015 East 29th St N, 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 […]

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Avoid the Top Estate Planning Mistakes – Vesper Hall

Vesper Hall - Multipurpose Room 400 NW Vesper St, Blue Springs, MO, 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 […]

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Rising Costs of Long-Term Care – WSU Hughes Metroplex

WSU Hughes Metropolitan Complex - Room 132 5015 East 29th St N, Wichita, KS, 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! […]

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Medicare Made Simple – Vesper Hall

Vesper Hall - Multipurpose Room 400 NW Vesper St, Blue Springs, MO, United States

Join Market Advisory Group for a Medicare class to learn: What options you can have to optimize your Medicare coverage (in coordination with your spouse if applicable) Find out the difference between Original Medicare, Medicare Advantage and Supplement Plans (which one is right for you?) Medicare Basics – Parts A, B, C, & D

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Social Security Strategies – Derby Public Library

Derby Public Library - Community Room 1600 E Walnut Grove Rd, Derby, 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 […]

RSVP Now Free

Taxes in Retirement – WSU West

WSU West - Room 109 3801 N Walker Ave, Maize, 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 […]

RSVP Now Free

Social Security Strategies – Olathe Indian Creek Library

Olathe Indian Creek Library - East Event Space 16100 W 135th St, Olathe, 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 […]

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Social Security Strategies – High Blue

High Blue - Community Room B 16400 N Mullen Rd, Belton, 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