Asset Preservation Workshop

Monday, February 13, 2017 - 10:00am to 12:00pm

Wilbraham, MA

Hosted By:

Richard Pelletier

Matthew Dunn - National Speaker On Retirement Issues
Todd Ratner 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 for more information and to reserve your space in one of our insightful Asset Preservation Workshops.