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SEMINARS
Financial
Medicare and your Retirement
Friday, April 7, 2:30 p.m., CCW
Hosted by: Jim Bailey, CFP® A financial advisory prac-
tice of Ameriprise Financial Services, Inc.
Guest presenter: George Moore, Licensed Sales Repre-
sentative, United Healthcare
During this complimentary educational seminar, you’ll learn
about:
– Medicare coverage options.
– Medicare eligibility and enrollment periods.
– How planning for your Medicare costs is part of building a
confident retirement.
– Medicare education presented by UnitedHealthcare.
For more information please call 512-527-9900, ext.#10, Denise.
Jim will not receive any compensation for this event. There is no
obligation for attending.
Advisor office located at 4131 Spicewood Springs Rd, Suite I-5,
Austin, TX 78759.
This event is for educational purposes only. Plan-specific benefits Wealth, Presented by Julia Nickerson, JD, Board Cer-
or details will not be provided. There is no cost or obligation.
AmeripriseFinancial and UnitedHealthcare® are not affiliated.
UnitedHealthcare is not a broker-dealer. Ameriprise Financial
and its representatives do not provide Medicare advice.
Ameriprise Financial Services, Inc., Member FINRA and
SIPC.
Wine & Wealth Workshop
Wednesday, April 12, 4:30 p.m., CCJ
Hosted by: Scott Campbell of Austin First Financial, Inc.
Purchase your $1 ticket online or at the Member Services Office.
Wine Advocate gushes about the crisp, citrus, medium-bodied
Bulgariana Sauvignnon Blanc from the Thracian Valley, rating
a strong 87 points! Additionally, we will sample Atrevida Malbec,
a product of Argentina with dark blue fruit flavors, rich and
full in mouth while we discuss current events that shape your
retirement world.
The National Retirement Risk Index shows that 52% of people
that try to maintain their current lifestyle in retirement will
fail! Don’t let that happen to you. This month we will discuss
the seven reasons people fail in retirement and how to avoid
those mistakes!
Scott Campbell is an Investment Advisor Representative and a
specialist in retirement planning. He holds a Retirement Income
Certified Professional designation and has been teaching adult
education classes in this field since 1999.
Always fun and entertaining, you won’t want to miss the surprise
of the month!
Investment advisory services offered through Wealth Financial
Advisory Services, LLC, a Registered Investment Adviser. In-
surance services are offered through individually licensed and
appointed insurance agents. [email protected]
512-638-9499
68 | SUNRAYS APRIL 2017
The Truth About Estate Planning Workshop
Thursday, April 13, 9:30 a.m., CCAN
Purchase your $1 ticket online or at the Member Services Office.
Hosted by The Wiewel Law Firm, Presented by:
Brad Wiewel, JD, Board Certified, Estate Planning and Probate
Law, Texas Board of Legal Specialization
Learn the truth about:
– Do out-of-state documents work in Texas?
– Who will care for me if I can’t do it?
– Are trusts always better than wills?
– Remarriage - protecting your estate.
– Divorce-proofing your kids’ inheritance.
– Community property and new Texas residents.
– Are death taxes dead?
– How to lawsuit protect your assets.
– Is your estate plan up-to-date?
All meetings by appointment only.
For more information, call our Georgetown office at 512-869-1435.
Principal office: Austin, Texas
How to Protect You and Your Family from
Unknown Future Healthcare and Long-Term
Care Expenses
Friday, April 25, 9:30 a.m., CCGT
Hosted by: Nickerson Law Group and Centennial
tified Estate Planning and Probate Law, Texas Board
of Legal Specialization and Michael Reese, Certified
Financial Planner™
Purchase your $1 ticket online or at the Member Services Office.
The real threat today to your life savings and loved ones is no
longer probate or estate taxes – it’s future healthcare expenses.
Statistics tell us there’s more than a 70 percent chance you will
need significant health care someday and the incredibly huge
cost may wipe out your home equity, bank accounts, IRAs and
other investments.
You worked a lifetime for what you have. Come and spend just
90 minutes with us to find out:
– Why asset protection pre-planning can potentially save you
thousands.
– Why a will or living trust is not enough.
– The pitfalls of placing your assets in your children’s names.
– How to protect assets, even if someone is already in failing
health or in a nursing home.
Attendees will be invited to schedule a complimentary private
consultation with attorney Julia Nickerson and Certified Finan-
cial Planner™ Michael Reese at Centennial Advisors’ convenient
Georgetown office, 4506 Williams Drive next to HEB.
ONLINE: SCTEXAS.ORG