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Financial strategies to benefit retirees

By Janice Zimolzak

Retirees and pre-retirees are often concerned about the sources of retirement income and the likelihood of outliving their assets. No matter the size of the estate, everyone needs a plan for the future. A plan not only helps to ensure that you are taken care of but also that your wishes are carried out and your loved ones are well cared for after you are gone. If you are like most people, chances are you need to do some planning, or at least update the plans you already have in place.

Educational Seminar
“Financial Strategies
to Benefit Retirees”
Tue, Feb 11, 3pm
Private Appointments
Wed, Feb 12–Fri, Feb 14, 9am–7pm
Feed the Hungry San Miguel Center
Camino a la Cieneguita 100
Free, but space is limited

On February 11, a free educational seminar, “Financial Strategies to Benefit Retirees” will address putting a plan in place and more importantly walk you through the “how tos.” The speaker for this presentation is Donald C. Hannahs, CFP and founding partner of Planning Solutions Group, in the Washington D.C. area. Mr. Hannahs is a highly respected financial planning professional with 25 years of experience.

Consider this when writing a will. You have three options as to who will benefit from your assets: family and friends, the government, and charity. You can only choose two. If you choose family and friends and charity, you can be relatively certain that your heirs will receive the assets you designated. If you choose only family and friends, there is no need to choose government. Rest assured that they will step in and there is no way you can be certain that your primary heirs will receive what you want them to, because you have no way of knowing what the Estate Tax laws will be at the time the will is executed.

This seminar will teach us how to create an Estate Plan that includes charitable bequests instead of Estate Taxes. The following topics will also be addressed: how to sell appreciated property and avoid Capital Gains tax, utilizing charity as a way to minimize taxation and increase current income, what a charitable trust is and how they can be of benefit, and how to determine if charitable giving can improve your cash flow and income.

Key questions you should ask yourself are:

Have I determined if I will outlive my assets?

Do I know what my estate taxes are and if they can be reduced?

Is charitable giving important to me?

Is it better to give assets to charity at death or during life?

Do I understand the role of a “client centered” financial advisor?

Following the seminar Mr. Hannahs is offering a limited number of private and confidential sessions from February 12 through 14. This is a unique opportunity to spend up to two hours with a top professional in this field without a fee or obligation.

The seminar and appointments will be held at the Feed the Hungry San Miguel Center in Cieneguita. Cross the railroad tracks, veer right and follow the red Feed the Hungry signs along the paved road to Camino a la Cieneguita 100. Feed the Hungry is the second driveway on your left. Seating is limited, so please reserve early by emailing Joan Mitchell at or calling at (415) 152-8060. Also indicate if you wish to be put on the list for a private consultation. This seminar benefits US citizens only.


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