All About Federally Insured FHA Reverse Mortgages
Jul
25
6:30 PM18:30

All About Federally Insured FHA Reverse Mortgages

Please Join us for this FREE Workshop!

Refreshments Will Be Served.

Hosted By: Tenney Lantz, USA Wealth Group

Special Guest Speaker: Tim Bradford, Branch Manager and Mortgage Loan Originator, East Coast Capital

Many homeowners have found that a reverse mortgage is a great way to take advantage of the equity they have built up in their homes.

TOPICS TO BE DISCUSSED:

• How to Increase Your Cash Flow

• Pay Off Debts

• Eliminate Mortgage Payment

• Improve Quality of Life

• Financial Security

• Are They Safe?

• How Much Do They Cost?

• How to Purchase a Home With a Reverse Mortgage

• How Much Money Can You Receive?

• Retirement Strategies

• Heirs Receive 100% of Remaining Equity

• Life Estates Allowed

• How to Qualify

RESERVATIONS REQUESTED • LIMITED SEATING

This workshop is designed for homeowners age 62 and older.

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Taxes Today and Estate Planning Strategies Seminar
Dec
12
6:30 PM18:30

Taxes Today and Estate Planning Strategies Seminar

Avoid the tax mistakes that could cost you thousands!

At this NO-COST event:

  • Learn what changed with the new tax reform law and how your retirement may be impacted

  • Identify and avoid some of the most common and costly tax mistakes many Baby Boomers make in retirement

  • Understand how lost deductions may cause your tax rate to go up (not down) in retirement

  • Discover how you may be able to reduce (or even eliminate) certain taxes (including tax on Social Security income!)

  • And More!

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Mar
20
6:30 PM18:30

Retirement and Estate Planning

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Mar
17
10:00 AM10:00

Retirement and Estate Planning

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Mar
15
2:00 PM14:00

Retirement and Estate Planning

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Mar
13
5:30 PM17:30

Retirement and Estate Planning

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Nov
18
10:00 AM10:00

Estate and Retirement Planning: How Wills, Trusts, and Nursing Home Asset Protection Works!

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Nov
16
6:30 PM18:30

Estate and Retirement Planning: How Wills, Trusts, and Nursing Home Asset Protection Works!

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Nov
16
2:00 PM14:00

Estate and Retirement Planning: How Wills, Trusts, and Nursing Home Asset Protection Works!

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Nov
14
6:30 PM18:30

Estate and Retirement Planning: How Wills, Trusts, and Nursing Home Asset Protection Works!

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Nov
11
10:00 AM10:00

Estate and Retirement Planning: How Wills, Trusts, and Nursing Home Asset Protection Works!

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Jun
24
10:00 AM10:00

Intro to Retirement & Estate Planning

How Wills, Trusts & Nursing Home Asset Protection Works!

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Jun
22
6:30 PM18:30

Intro to Retirement & Estate Planning

How Wills, Trusts & Nursing Home Asset Protection Works!

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Jun
21
6:30 PM18:30

Intro to Retirement & Estate Planning

How Wills, Trusts & Nursing Home Asset Protection Works!

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Jun
21
2:00 PM14:00

Intro to Retirement & Estate Planning

How Wills, Trusts, & Nursing Home Asset Protection Works!

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Mar
18
10:00 AM10:00

Social Security & Retirement Options

Join us for a Free Social Security & Retirement Options Workshop. Lantz Law, Inc. will also be there to discuss How Wills, Trusts & Nursing Home Asset Protection Works!

At the workshop, we will discuss several issues including:

• Living Trusts
• Wills
• Asset Protection
• Medicaid Planning
• Long-Term Health Care Planning
• Medicaid Protection Trusts (IIOT)
• Special Needs Trusts
• Trust Administration & Probate
• Powers of Attorney
• Health Care Proxies
• HIPAA Authorizations
• Even...Pet Trusts!
• Social Security
• Retirement Benefits
• 401 (k)
• 403 (b)
• IRA
• Delayed Retirement Credits

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

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Mar
15
6:30 PM18:30

Social Security & Retirement Options

Join us for a Free Social Security & Retirement Options Workshop. Lantz Law, Inc. will also be there to discuss How Wills, Trusts & Nursing Home Asset Protection Works!

At the workshop, we will discuss several issues including:

• Living Trusts
• Wills
• Asset Protection
• Medicaid Planning
• Long-Term Health Care Planning
• Medicaid Protection Trusts (IIOT)
• Special Needs Trusts
• Trust Administration & Probate
• Powers of Attorney
• Health Care Proxies
• HIPAA Authorizations
• Even...Pet Trusts!
• Social Security
• Retirement Benefits
• 401 (k)
• 403 (b)
• IRA
• Delayed Retirement Credits

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

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Mar
15
2:00 PM14:00

Social Security & Retirement Options

Join us for a Free Social Security & Retirement Options Workshop. Lantz Law, Inc. will also be there to discuss How Wills, Trusts & Nursing Home Asset Protection Works!

At the workshop, we will discuss several issues including:

• Living Trusts
• Wills
• Asset Protection
• Medicaid Planning
• Long-Term Health Care Planning
• Medicaid Protection Trusts (IIOT)
• Special Needs Trusts
• Trust Administration & Probate
• Powers of Attorney
• Health Care Proxies
• HIPAA Authorizations
• Even...Pet Trusts!
• Social Security
• Retirement Benefits
• 401 (k)
• 403 (b)
• IRA
• Delayed Retirement Credits

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

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Feb
16
6:30 PM18:30

Social Security & Retirement Options

Join us for a Free Social Security & Retirement Options Workshop. Lantz Law, Inc. will also be there to discuss How Wills, Trusts & Nursing Home Asset Protection Works!

At the workshop, we will discuss several issues including:

• Living Trusts
• Wills
• Asset Protection
• Medicaid Planning
• Long-Term Health Care Planning
• Medicaid Protection Trusts (IIOT)
• Special Needs Trusts
• Trust Administration & Probate
• Powers of Attorney
• Health Care Proxies
• HIPAA Authorizations
• Even...Pet Trusts!
• Social Security
• Retirement Benefits
• 401 (k)
• 403 (b)
• IRA
• Delayed Retirement Credits

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

Name *
Name
Which Seminar Will You Be Attending? *
Phone
Phone
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Feb
16
2:00 PM14:00

Social Security & Retirement Options

Join us for a Free Social Security & Retirement Options Workshop. Lantz Law, Inc. will also be there to discuss How Wills, Trusts & Nursing Home Asset Protection Works!

At the workshop, we will discuss several issues including:

• Living Trusts
• Wills
• Asset Protection
• Medicaid Planning
• Long-Term Health Care Planning
• Medicaid Protection Trusts (IIOT)
• Special Needs Trusts
• Trust Administration & Probate
• Powers of Attorney
• Health Care Proxies
• HIPAA Authorizations
• Even...Pet Trusts!
• Social Security
• Retirement Benefits
• 401 (k)
• 403 (b)
• IRA
• Delayed Retirement Credits

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

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Nov
15
6:30 PM18:30

Hampton Inn - Fairhaven, MA

Estate & Retirement Planning 101

At the workshop, we will discuss several issues including:

Social Security
Retirement Benefits
401 (k)
403 (b)
IRA
Delayed Retirement Credits
Living Trusts
Wills
Asset Protection
Medicaid Planning
Long-Term Health Care Planning
Medicaid Protection Trusts (IIOT)
Special Needs Trusts
Trust Administration & Probate
Powers of Attorney
Health Care Proxies
HIPAA Authorizations
Even…Pet Trusts!

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Name
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Sep
8
6:00 PM18:00

Women, Wine and Wealth - Palm Beach Guardans, FL

  • DoubleTree Executive Meeting Center (map)
  • Google Calendar ICS

Join the launch of Women, Wine and Wealth, a networking group that offers educational sessions for women who mean business when it comes to planning their financial future.

Come spend 45 minutes to learn about important financial topics:

  • How to create your customized financial plan
  • Top money management tips for women (including Social Security, Retirement Accounts, Low-Risk Money Strategies and much more...)
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Aug
27
10:00 AM10:00

The Club at New Seabury - Mashpee, MA

Join us for a Free Protect Your Estate Refresher Workshop on Estate Planning and more.  We will present both time-tested and new ideas for protecting both your family and your money.  Some topics that we will discuss include:

•    The advantages and disadvantages of using Wills vs. Living Trusts!
•    How you can avoid Probate and why that’s important!
•    What should you do to protect your house and assets against the cost of Long Term Care?
•    How can you have Medicaid pay the nursing home expenses for you or a loved one instead of paying $12,000 per month out of pocket?
•    How can you leave money to your child and protect it from claims of ex-spouses, lawsuits and other claims?
•    What can you do to protect your child or grandchild who is Disabled or has Special Needs?
•    Top 10 Tips for Retirement, Social Security, 401(k) & IRA’s
•    Tax Tips

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

We look forward to you joining us for this educational event! 

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Aug
25
6:30 PM18:30

Four Points by Sheraton Cape Cod - Eastham, MA

Join us for a Free Protect Your Estate Refresher Workshop on Estate Planning and more.  We will present both time-tested and new ideas for protecting both your family and your money.  Some topics that we will discuss include:

•    The advantages and disadvantages of using Wills vs. Living Trusts!
•    How you can avoid Probate and why that’s important!
•    What should you do to protect your house and assets against the cost of Long Term Care?
•    How can you have Medicaid pay the nursing home expenses for you or a loved one instead of paying $12,000 per month out of pocket?
•    How can you leave money to your child and protect it from claims of ex-spouses, lawsuits and other claims?
•    What can you do to protect your child or grandchild who is Disabled or has           Special Needs?
•    Top 10 Tips for Retirement, Social Security, 401(k) & IRA’s
•    Tax Tips

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

We look forward to you joining us for this educational event! 

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Aug
23
2:00 PM14:00

Cape Cod & Island Association of Realtors - Yarmouth, MA

Join us for a Free Protect Your Estate Refresher Workshop on Estate Planning and more.  We will present both time-tested and new ideas for protecting both your family and your money.  Some topics that we will discuss include:

•    The advantages and disadvantages of using Wills vs. Living Trusts!
•    How you can avoid Probate and why that’s important!
•    What should you do to protect your house and assets against the cost of Long Term Care?
•    How can you have Medicaid pay the nursing home expenses for you or a loved one instead of paying $12,000 per month out of pocket?
•    How can you leave money to your child and protect it from claims of ex-spouses, lawsuits and other claims?
•    What can you do to protect your child or grandchild who is Disabled or has           Special Needs?
•    Top 10 Tips for Retirement, Social Security, 401(k) & IRA’s
•    Tax Tips

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

We look forward to you joining us for this educational event! 

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Jul
30
10:00 AM10:00

USA Wealth Group - Dartmouth, MA

Join us for a Free Protect Your Estate Refresher Workshop on Estate Planning and more.  We will present both time-tested and new ideas for protecting both your family and your money.  Some topics that we will discuss include:

•    The advantages and disadvantages of using Wills vs. Living Trusts!
•    How you can avoid Probate and why that’s important!
•    What should you do to protect your house and assets against the cost of                   Long Term Care?
•    How can you have Medicaid pay the nursing home expenses for you or a loved one instead of paying $12,000 per month out of pocket?
•    How can you leave money to your child and protect it from claims of ex-spouses, lawsuits and other claims?
•    What can you do to protect your child or grandchild who is Disabled or has           Special Needs?
•    Top 10 Tips for Retirement, Social Security, 401(k) & IRA’s
•    Tax Tips

We encourage you to bring any guests you feel may benefit from this information.  Reservations are requested because seating is limited. Refreshments will be served.  To reserve your seat, fill out form below or call us at 508-998-8858 or Toll- Free 1-866-998-8858.

Immediately following the workshop, please join us for an Ice Cream Sundae Social at our ice cream station where you will build and enjoy your own treat!  (Or make it and take it home with you!)  We look forward to you joining us for this educational & fun event! 

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