Please RSVP for the seminar here.
Join us for a free Estate + Financial Planning Seminar designed to help you take a more proactive approach to your financial future. Jayar Williams, CRPC®, an advisor with Addition Financial Wealth Management, will share insights on identifying and monitoring your financial goals, creating a flexible plan with actionable recommendations and staying on track as your needs and priorities change.
Attorney Mary Kaplan will also cover common and costly misunderstandings about protecting your home and savings from the high cost of long-term care. Learn why Medicare generally does not cover a nursing home stay, how Medicaid planning may help protect your assets without “giving everything away” and Florida-specific tools that can help your family avoid probate.
Whether you’re building your financial plan, preparing for the future or looking to better protect the assets you’ve worked hard to build, this seminar will provide valuable insights and practical information to help you plan with greater confidence.
Space is limited - RSVP early.
This seminar is for educational purposes only and is not intended to provide individualized financial, investment, tax, or legal advice. The advice and opinions given by the speakers do not represent the advice and opinions of Addition Financial Credit Union. Attendees should consult with their own qualified financial, tax, or legal professionals regarding their individual circumstances. The information presented in this Seminar is subject to change at any time and does not guarantee any particular outcome. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Addition Financial Wealth Management are not insured by any credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Addition Financial Wealth Management are separately owned and operated and not independently registered as broker-dealers or investment advisers.
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