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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. >>
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