Join special guest speaker Steve Pessotti for a free seminar, in which you will learn about:

Estate Planning: Wills vs. Trusts - learn how to avoid probate.*

Ancillary Documents: learn about durable power of attorney, HIPPA compliant medical power of attorney, health care proxy & pour-over will.*

Life Estates: Learn how to protect your assets from nursing home liens.*

Nursing Home/Medicaid Rules: learn about a 5 year look back & asset limitations for single & married taxpayers.*

Getting Fiscally Fit: Learn how to create lifetime income streams for ongoing cash flow.

Financial Blunders: Learn how to preserve and protect assets against risk.

Lump Sum vs Pension Income Payouts: Learn the benefits and disadvantages of distributions.

Social Security: Learn the major changes

*Disclaimer: This is an educational seminar. The presenter is not an attorney and does not provide legal advice.