Simple Steps to a Worry Free Retirement Workshop

Simple Steps to a Worry Free Retirement

If you are retired or thinking about it, this is worth your time.

This Free 90-minute education event is presented in a moderated “Panel of Local Experts” format. We will have a CPA, Financial Planner, Trust & Estate Attorney & Reverse Mortgage Specialist. Each Panelist delivers important information affecting seniors in the context of their own area of expertise. During the second half of the event the Senior Life Source moderator presents questions from the attendees to the appropriate panelist.

Where: Dove Library, 1775 Dove Lane, Carlsbad, CA 92011

When:  Tuesday June 27th – Only at  1:00PM – 2:30PM

Light Refreshments Will Be Served

To Register. Please go to the link below:

   https://tinyurl.com/Dove1PM 

Or Call Dennis: 760-212-8225

Please feel welcome to bring your spouse or friends or family.

Worry Free Retirement

Worry Free Retirement

In the “Senior Life Source” Free Public Education Workshop, Our Panel of Experts will provide important information that every Senior Citizen and their Families should be aware of if they are looking for simple steps to a worry free retirement.

The subjects will include, but are not limited to the topics below.
This is an Interactive Education Event and Attendees will have the opportunity to ask questions and meet with our Experts 1 on 1 at the end of the event!

 Yes, you can”Right Size” and move into and own your Retirement Dream Home!

 Are you aware of all of the services you may need through your life cycle?

 How will you Access and Pay for these Services?

 Meeting the Life Expectancy Challenge

 Will you outlive your retirement savings?

 Learn about Strategies to Maintain or Improve your Quality of Life Legacy Planning

 Are you well prepared for the inevitable?

 How to make sure that your passing is not a burden on your Loved Ones

 Aging in Place at Home. You will live longer and be healthier using this option

 Learn how to plan for this opportunity Benefits Assistance, i.e., Social Security, Medicare, VA & Etc.

 Are you receiving all of the benefits you are entitled too?

 Learn how to take full advantage of what you have earned

Expert Panelists:
 Natalie L. Quirarte – CFP®, CLTC, Solana Beach, CA
 Arthur Brown – Estate Planning Attorney, Carlsbad, CA
 Leslie Martin – CPA, Solana Beach, CA
 Ted Lange Sr., CFP, Reverse Mortgage Specialist, Carlsbad, CA

Please feel welcome to bring your spouse or friends or family.
Please share this information with others who may benefit.

Sponsored by:
Dennis & Sunshine Smith
Re/Max By-the-Sea
1265 Carlsbad Village Dr
Carlsbad, CA 92008
760-212-8225 – Cell
dennis@SanDiegoHomes4u.com

About Dennis Smith

Dennis Smith has written 263 post in this blog.

Dennis and Sunshine Smith are Realtors with RE/MAX BY-THE-SEA in the San Diego area. We have the Local Knowledge and Expertise by assisting buyers, sellers & investors in San Diego County since 1994. http://carlsbadLifestyles.com/

About Dennis Smith

Dennis and Sunshine Smith are Realtors with RE/MAX BY-THE-SEA in the San Diego area. We have the Local Knowledge and Expertise by assisting buyers, sellers & investors in San Diego County since 1994. http://carlsbadLifestyles.com/
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