Not all seminars are the same. Join us to learn how to manage your estate, protect it during your lifetime and leave it to your heirs. In everyday and simple language, Rich and Sam will show you how to utilize strategies that you can understand and use today.
Topics may include:
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How to keep assets in the bloodline
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The difference between Revocable & Irrevocable Trusts and how they can be designed to keep assets in your family
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How new IRA distribution rules may affect you
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How to create security for your children and grandchildren
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Alternatives to long-term care insurance and strategies to protect your assets from nursing home expenses
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How single individuals can protect their home from attachment if long-term care is needed and how to keep the home in the family
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How to plan to stay in your home and avoid going into a nursing home if your health fails
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How the new estate tax law may effect you
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Insurance products for today's economy
- Take RMD from your IRA and still leave the principal to your heirs
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Products that keep your principal safe and generate a pension-like income stream guaranteed for as long as you are alive
Tuesday, May 22nd
Cafe Escadrille, Burlington
10 AM
Thursday, May 24th
Granite Links, Quincy
10 AM
Tuesday, June 19th
Spinelli's, Lynnfield
10 AM
Wednesday, June 20th
Hilton Hotel, Dedham
3 PM
TV Spots
A Free Guide to Social Security
Learn how to get the most out of social security and incorporate that into your income during retirement. There is a lot more to it than checking off a box! For your free copy of “The Retirees Guide to Social Security” please fill out the form below:
Upcoming Seminars
Not all seminars are the same. Join us to learn how to manage your estate, protect it during your lifetime and leave it to your heirs. In everyday and simple language, Rich and Sam will show you how to utilize strategies that you can understand and use today.
Our Radio Show
Rubino & Liang, LLC. broadcast a popular weekly radio show called "Protecting Your Wealth." Each week we discuss issues and solutions to problems that affect people just like you.
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