Hosted by Keith France of Meriwest Wealth Advisors and Presented by Russel Clune of Benefit Bank Distributors  

As life expectancy continues to rise, planning for the future has never been more critical. Long-term care strategies are essential for ensuring that you or your loved ones receive the necessary care without compromising financial stability.

At this in-person seminar, you will:

• Learn about the importance of Retirement Income Planning 
  - Controlling risks and other influential factors 
  - Preparing ahead of time 
  - Protecting your family members
   
• Create a Plan 
  - Put your mind at ease and lessen the burden for your loved ones
  - Learn how to maximize the amount you leave to your beneficiaries tax efficiently
   
• Income Gaps and Risks 
  - The benefits of a formal retirement income plan
  - Why "exchanging rate for benefit" could be a better option for your financial portfolio and/or lifestyle.

 Event Details:

• Wednesday, September 25, 2024
  
  
• 5:30 p.m. - 6:30 p.m.
  
  
• In-Person Event: 
  Chesbro Financial Center
  5615 Chesbro Avenue
  San Jose, CA 95123 
  (Follow the signs to the Alves Training Room)