We are happy to tailor our session to best meet the needs of the audience.
Common topics include:
- Estate Planning
- Retirement Planning
- Paying for Care
- Medicaid and VA Basics
Or you can choose from one of the two presentation topics below.
HEARD IT THROUGH THE GRAPEVINE: Five Planning Myths Debunked
Raise your hand if you’ve heard that TennCare will take your home if you apply for benefits. Or how about this one: put your children’s names on your back accounts so they can take care of all your financial needs. Here’s our all-time favorite: I’m too young to think about estate planning. Think again! Before you dismiss the need for planning or make assumptions about TennCare or VA benefits, check out this presentation. You might be surprised by how much misinformation is out there and how much money and stress the right advice can save you in the long run.
BULL BY THE HORNS: A No Frills Guide to Planning for Tomorrow
This presentation covers the road map for retirement planning, starting with establishing a solid estate plan, leading through long-term incapacity and care planning, and addressing legal, financial, and care issues at the end of life and after death. The best time to plan for the future is the present – and everyone in the family can enjoy peace of mind knowing that every person is working from the same page of the playbook.
Interested in having us present to your group? Please fill out the information below to contact us.