WEDNESDAY, SEPT. 17, 2014: “A Retirement Well Spent…and a Lasting Legacy” An informative course to make your retirement…and your legacy…mean more to YOU and your heirs

Type: seminar Date: September 17 Time: 09:30 AM - 04:00 PM Venue: The Inn at Walden, 1119 Aurora-Hudson Road, Aurora, Ohio, Aurora, Ohio 44202,
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    • BEGIN:VCALENDAR VERSION:2.0 PRODID:-//AMS//NONSGML v1.0//EN CALSCALE:GREGORIAN BEGIN:VEVENT VENUE:The Inn at Walden DESCRIPTION:JOIN US ON WEDNESDAY, SEPTEMBER 17, 2014… Topics to be presented: • The inheritance you leave to your heirs…will it be a blessing or a curse? • How to achieve fulfillment in retirement • How to understand, perhaps for the first time, what drives your financial decisions • What questions you should be asking—of yourself […] ADDRESS:1119 Aurora-Hudson Road, Aurora, Ohio DTSTART:20140917T093000 DTEND:20140917T160000 URL;VALUE=URI:https://alpernlaw.com/seminar/wednesday-sept-17-2014-a-retirement-well-spentand-a-lasting-legacy-an-informative-course-to-make-your-retirementand-your-legacymean-more-to-you-and-yo/ SUMMARY:WEDNESDAY, SEPT. 17, 2014: “A Retirement Well Spent…and a Lasting Legacy” An informative course to make your retirement…and your legacy…mean more to YOU and your heirs LOCATION:The Inn at Walden, 1119 Aurora-Hudson Road, Aurora, Ohio, Aurora, Ohio 44202, PHONE: DTSTAMP:20210925T214505 UID:614f986164fd6 END:VEVENT END:VCALENDAR
      WEDNESDAY, SEPT. 17, 2014: “A Retirement Well Spent…and a Lasting Legacy” An informative course to make your retirement…and your legacy…mean more to YOU and your heirs.ics
JOIN US ON WEDNESDAY, SEPTEMBER 17, 2014... Topics to be presented: • The inheritance you leave to your heirs…will it be a blessing or a curse? • How to achieve fulfillment in retirement • How to understand, perhaps for the first time, what drives your financial decisions • What questions you should be asking—of yourself and your advisors—to insure that your assets are being properly managed for retirement and future generations • Minimizing income taxes when withdrawing from IRAs • Mind over money: how to keep emotions out of investing • How to draft a Family Mission Statement • The most effective way to talk about wealth with your children • Discovering your “true purpose for money” • How to protect your assets from a nursing home • To Roth or not to Roth? THAT is the question! • The need to rebalance your investment portfolio • How to survive the loss of a spouse, financially and emotionally Complimentary continental breakfast and lunch included!  SPACES ARE LIMITED!  CALL NOW TO REGISTER!  Tuition is only $40.00 per person!  Register ONLINE OR by telephone: 1-800-307-5544
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