Financial Workshop with Mark Busby

Events > 2017 > April > Financial Workshop with Mark Busby

About this event:

Created by Tom Burnett

Join us for an exciting educational workshop on Monday, April 3, from 6:30 to 8:00 p.m. at Calvary Baptist Church. Some topics that will be discussed are:

  • Do you understand Tax deferral, Roth vs, Traditional IRA, and Rule of 72?
  • Funding for college tuition; Education 529
  • Do you have enough life insurance? Does it have living benefits?
  • Will you have enough money when you retire?
  • How to maximize your pension for you and your spouse
  • How will taxes reduce your retirement?
  • Do you really know how Social Security works?
  • How you heard about Asset Based Long-Term Care?
  • Leveraging life insurance, leaving assets to your heirs, and Rule 219
  • How to leave a legacy to your church
  • Understanding Veterans Aid and Attendance income benefit

Find out the answers to these questions and more!

In order to provide enough materials, please RSVP by phone, email, or Facebook

Phone: 7062352289

Email: rsvp@coosavalley.com

Facebook: www.facebook.com/coosavalleyfg

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