Dave Eastman w/ Guest Speaker, Tim Kerrigan, will speak on:
The Greatest Financial Threat to your Retirement. – Uncovered Long-Term Care Expenses

Join them for a light lunch to learn about:
● What is a living trust and how can it avoid probate?
● Why do you need a mental healthcare power of attorney?
● Nursing home expenses continue to increase. What can you do to plan for rising costs?
● Full time Arizona Residents – understand the differences an AZ plan can offer.
● Long-Term Care (LTC): What protections can be provided by having a properly drafted trust?
● Arizona’s average monthly cost for a private room in a nursing home is $7,604.
● Learn about new options available to help with LTC needs.
● Leverage Lazy Assets up to a larger amount of tax-free LTC benefits.
● The Pension Protection Act of 2006 provides for several tax favored LTC solutions.

MH Phoenix Office (Map) Friends, family and neighbors are welcome. Light Refreshments will be served.

RSVP by filling in the form below, or email [email protected] or call (602) 249-1328. (from )

morristrust.com/seminars/51/the-greatest-financial-threat-to-your-retirement-phx/

• This event has passed.
  February 20, 2018 from 11:00 am to 1:00 pm

  February 20, 2018 11:00 to February 20, 2018 01:00
• MH Phoenix Office
  7600 North 16th Street, Phoenix, AZ

  Directions to event · Directions from event
• Contact Dan R. Morris for more information
  602-249-1328
  
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