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Years Ahead Retirement Transitions Series

September 16, 2019     6:00 PM - 7:00 PM     Years Ahead Health Center    FREE Event

You will not want to miss one week of this exciting series hosted by Years Ahead Health Center.  Join us as experts in the Retirement, Financial, Estate Planning, Medicare and Tax Efficiency field, present information that is vital to anyone who will be retiring or has retired.

Social Security Strategies - September 16, 2019, 6:00 – 7:00 p.m.

Presented by:  Keith Davis,

Social Security is the foundation of most retirement income plans, yet most people miss out on tens of thousands of dollars in benefits and pay more tax on benefits than needed.  Principal Financial Group Financial Advisor Keith Davis will share how to make the most of your Social Security decision and how to integrate it with your other retirement income sources

  • Long Term Care Planning – September 23, 2019, 6:00 – 7:00 p.m.

           Presented by:  Randy Gallas,

One of the greatest risks retirees face in retirement is outliving their assets and losing their independence as a result of an unexpected extended care event. Randy will provide you with insight on how to properly plan today so you can retain your independence as long as possible and protect your loved ones from having to become your primary caregiver.

  • Estate Planning Attorney – September 30, 2019. 6:00 - 7:00 p.m.

           Presented by: Nancy Roberson,

Nancy has over 30 years of experience in estate planning and Elder Law.  She will bring a practical approach to her discussion of estate planning, wills, trusts, asset titling, estate administration, estate/inheritance/income taxes, powers of attorney, and related subjects

  • Medicare 101 – October 7, 2019. 6:00 - 7:00 p.m.

           Presented by: Kevin Lowden,

Kevin will discuss the ins and outs of Medicare. What are Parts A, B, C, D? What are the costs? What is and is not covered? What is Medigap? What are the important dates you need to be aware of as you consider Medicare options.

  • Tax Efficient Retirement – October 14, 2019. 6:00 - 7:00 p.m.

            Presented by: Keith Davis, and Jeff Woeste,

Middle and upper income retirees can face Federal Tax rates as high as 55% on each additional withdrawal from a retirement account.  Keith and Jeff will show you why taxes are different in retirement and how to avoid key pitfalls in how you harvest income from various accounts.

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