Asset Preservation Workshop

Wednesday, November 13, 2019 - 10:00am to 12:00pm

Boylston, MA

Hosted By:

Matt Dunn, CFEd®

Guest Speakers:
Murray Todd, CFEd® - National Speaker On Social Security & Retirement Issues
Eric Zucker, J.D. - Elder Law & Estate Planning Attorney

Asset Preservation Workshops are free two-hour informational-only seminars geared towards retirees and people over the age of 55 years old. During the workshop, we discuss topics such as: protecting your assets from nursing homes and illness, how to lower or eliminate taxes on Social Security income, and how to increase your spendable income, as well as legal issues and ways to protect your principle.

Please contact us at (508) 265-9267 for more information and to reserve your space in this insightful Asset Preservation Workshop!