Asset Preservation Workshop

Tuesday, January 28, 2020 - 10:00am to 12:00pm

Derby, CT

Hosted By:

Barry M. Strom & Richard J. Pelletier, J.D.

Guest Speakers:
Murray Todd, CFEd® - National Speaker On Social Security & Retirement Issues
Mathew A. Wiley of Wiley Etter Doyon, LLC - 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 (203) 461-6300 for more information and to reserve your space in this insightful Asset Preservation Workshop!