march, 2019

12mar6:30 pmEvent OverAVOID THE RETIREMENT MISTAKES THAT COULD COST YOU THOUSANDS

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Event Details

IS THE MARKET DUE FOR ANOTHER DOWNTURN? IF SO, HOW CAN I PROTECT MYSELF?

If you own an IRA, 401(k), 403b, or 457 a plan(s)… this event will answer your most pressing questions!

Presented by: Mike Martinez of M. Martinez & Associates, LLC

Guest Speaker: Stephen E. Covell

This informative workshop is presented by licensed insurance producer Mike Martinez of M. Martinez & Associates, LLC. The firm is devoted to assisting Louisiana residents over age 55 in understanding the options they have to preserve, grow, and transfer their estate and lower taxes.

  • PROBATE – what is it, why does everyone want to AVOID IT?
  • How do I ensure my children don’t waste or lose their inheritance?
  • If I die first, and my spouse remarries, will my kids still get the money?
  • How do I keep my assets in the family and protect them from lawsuits, or my child’s ex-spouse?
  • And more…

Time

(Tuesday) 6:30 pm

Location

Franks Restaurant - Grill & Bar

17425 Airline Highway Prairieville, LA 70769

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