Oct
7
10:30 am10:30

Retirement 101

Learn the ins and outs of retirement and estate planning with local professionals in a two-session course at Summerlin Library. Second session is October 12th at 5:30 p.m. 


Jul
6
11:00 am11:00

“What You Don't Know Could Cost You Everything!” Learn How to Protect Your Assets from The Nursing Home

PRESENTATION TOPICS INCLUDE:

 Will Medicare or Medicaid Pay My Long-Term Care Expenses?

 How Can I Protect My Assets If I Do Rely on Medicare or Medicaid?

 Should I Gift My Assets Away to Protect from Loss to Pay for Long-Term Care?

 What is the Best Way to Private Pay Long-Term Care Expenses?

 Should I Purchase Long-Term Care Insurance?

 Can I Cover My Long-Term Care Need without a "Use It or Lose It" Plan?

Join us in one of two sessions to answer these questions for your family: July 6th or July 11th. Lunch is on us at Claim Jumper in Summerlin. Please RSVP to Leslie at 702-945-2735. 

Mar
22
10:00 am10:00

Spring into Health "Fare"

Join us at the Cleveland Clinic Lou Ruvo Brain Center for a spring health fair, with free services and educational seminars for seniors. 

Mar
1
3:30 pm15:30

Interested in planning an event?

Call us today to schedule a presentation for your clients on topics like protecting assets from long term healthcare expenses, the importance of estate planning for young families, and the special planning needs of business owners. 

Jan
24
2:30 pm14:30

Protect your family, protect your livelihood

This event is sold out. This seminar is for small and family business owners who have not updated their estate plans since starting their businesses. We will show that the steps you take to protect your livelihood in today's society can also protect your family wealth and values for future generations.