Asset Preservation Workshop

Tuesday, March 10, 2020 - 10:00am to 12:00pm


Hosted By:

Richard Pelletier, J.D.

Guest Speakers:
Matt Dunn, CFEd®, National Speaker on Social Security and Retirement Income Planning

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 (413) 391-0010 for more information and to reserve your space in this insightful Asset Preservation Workshop!