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Preparation Is Key: Intro To Annuities, Life Insurance, Wills, Trusts & Avoiding Probate | Carpenter Place

jue, 30 may

|

Carpenter Place Senior Residence

It can be the subject avoided: What will happen to my assets when you are no longer able to manage them? Preparation is Key to avoid confusion, conflict and to present a clear path for both you and your loved ones. Has it been awhile since you engaged into discussions about these important matters?

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Preparation Is Key: Intro To Annuities, Life Insurance, Wills, Trusts & Avoiding Probate | Carpenter Place
Preparation Is Key: Intro To Annuities, Life Insurance, Wills, Trusts & Avoiding Probate | Carpenter Place

Horario y ubicación

30 may 2024, 10:00 – 11:30

Carpenter Place Senior Residence, 3400 Carpenter Rd, Ypsilanti, MI 48197, USA

Acerca del evento

It can be the subject avoided: What will happen to my assets when you are no longer able to manage them? Preparation is Key to avoid confusion, conflict and to present a clear path for both you and your loved ones. Has it been awhile since you engaged into discussions about these important matters?

Preparation Is Key: Intro To Annuities, Life Insurance Wills & Avoiding Probate seminar will focus on the structure of Life Insurance (Term, Whole, IUL's - Individual Universal Life), how Life Insurance can be a tool to your finance future LTC (Long Term Care) needs while living, the ABC's of Annuities, and why having a Will and/or Trust are necessary tools to avoid Probate Court.

Seminar Host, Monica Ross-Williams, MBA; LIA is the Founding Partner of MRW Solutions Group, a Life, Health and Wealth Insurance Brokerage based out of Belleville, Michigan, licensed nationwide in seven states.

Ms. Ross-Williams holds a Master of Business Administration (M.B.A.) in Organizational Leadership and Bachelor of Business Management from Cleary University.

MRW Solutions Group, LLC is not connected with or endorsed by the Federal Medicare Program. This event is for educational purposes only, no plan-specific benefit information will be shared or discussed.

This seminar MAY be co-presented with a local Attorney-at-Law to answer your questions on Will and Trusts.

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