AverTrust Advisors LLC

Proud Sponsor of Money Caretakers®:

Forums to Benefit the Community REGISTER NOW »

Forums where knowledgeable, objective information meets community interaction, networking and sharing. Come meet with topic specialists and other people just like you who may already have experienced your dilemma.

Forum events are facilitated around critical life stages, financial issues, and business events that result in strategic money challenges.

November 11, 2008 . . . Divorce Management: How to Make It Amicable
                                       ...Presented by Money Caretakers®
                  7:00 p.m. to 8:30 p.m. in Southfield, Michigan - No registration needed

    Topics:  Divorce Preview: Pre-planning the financial and life issues
                  How can we get what we want without fighting for it?
                  How can we afford a divorce?
                  How can we still be good parents?
                  Q&A with experienced professionals

- View the Divorce Event Flyer with ALL details including the distinguished panel »

Forums will help prepare attendees for many situations including:

- Divorce
- Business succession and planning
- Widowhood
- Retirement
- Business capital raising
- College planning
- Career transitions
- New business startups
- Charitable giving and estate planning
- Tax planning
- Employee retention and development
- Advanced investment strategies
- Elderly caregiving

Follow-up, detailed educational events and/or leads to specialists will be organized for those attendees seeking additional information and guidance.

ARCHIVE EVENTS

March 3 . . . Money Caretakers® Presents Divorce Management: How to Make It Amicable
6:00 p.m. to 8:30 p.m. in Livonia, Michigan

    Topics:    Divorce Preview: Pre-planning the financial and life issues
                  How can we get what we want without fighting for it?
                  How can we afford a divorce?
                  How can we still be good parents?
                  Q&A with experienced professionals
    - View the Divorce Event Flyer with ALL details including an introduction to the panelists »

May 8 . . . The Wealth of Women Series: Part I. Take Emotional, Strategic and Holistic Control of Your Financial Life
6:00 p.m. to 8:30 p.m. in Livonia, Michigan
- View the Event Flyer with ALL details including topics, objective, background, panelists, etc. »

June 10 . . . Money Caretakers® Presents Making Sense of Annuities: Real Questions, Straight Answers, and NO Sales Pitch
6:30 p.m. to 8:30 p.m. in Livonia, Michigan - Registration required. $10 per person.

Part I Panelists: -- Click here for a printable flyer with all event information!

Eudora Adolph, Financial Growth Engineer, AverTrust Advisors, LLC
Marc Melamed, Estate Planning Attorney, Maroko and Landau, P.C.
Al Plecha, CPA
Tony Pappas, Senior Vice President, John Hancock
Dawn Impellizzeri, Vice President, Transamerica Capital

Panel discussion topics will partially include:

What are the differences between variable annuities and fixed or index annuities?
When and for whom are these financial tools appropriate and when are they not?
How does an annuity help fund retirement and provide for heirs?
How does an annuity impact taxes?
Annuity contracts have fees, penalties, step ups, payouts, and benefit riders that either cost or benefit the owner. What do these terms mean?
What questions should one ask if invited to an annuity sales presentation to evaluate what is being presented?
Audience questions and answers.

JUNE 30, 2008
Part II. The Annuity Test Drive -- Detailed, follow-up sessions with three well-known companies
           - - Compare three companies, products, and fees objectively.
              Registration required. No charge to attend.

                    Part II. Click here for the printable schedule, how to register and all information!

Only June 30th is now being offered! Compare 3 different companies, multiple types of annuities, and "even look under the hood".

Tony Pappas, Senior Vice President, John Hancock
         - Variable Annuities and Retirement Income Gaps
Dawn Impellizzeri, Vice President, Transamerica Capital
         - Variable Annuities and Nursing Home Provisions
Doug Giblett, Vice President, Jackson National
         - Fixed Index Annuities

Event Facilitator: Eudora Adolph, Financial Growth Engineer, AverTrust Advisors, LLC

If you saw Dateline NBC's Annuity special on April 13th, you won't want to miss this educational event.

Click here for the event press release. >>