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Location-Mere Bulles, Brentwood, TN
Sponsor-Keystone Financial Group, LLC
Topic-Asset Protection & Estate Planning for Retirees
Speaker-Glenn R. Price, Jr.
Credentials, Brokers, Associations, Endorsements-B.B.A. degree in Business Finance/Marketing (1994). Is a knowledgeable spokesperson on senior needs including, but not limited to: Social Security benefits, retirement and transitional planning, nursing home protection, probate avoidance, nursing home protection, probate avoidance, IRA conversions, how to increase spendable income while creating a guaranteed income that you can never outlive, and how to pass your IRAs tax free to your heirs. He's registered with PlanAmerica Securities Corporation, a registered broker/dealer, investment advisor, and member FINRA/SIPC.
Meal-The lunch was the lone bright spot in this dismal event. For a starter, there was the delicious house salad. Guests had four luncheon choices- Chicken sedona, Seared teriyaki salmon, Steak and fried and Blackened Cajun catfish. My choice was the blackened catfish, a dish of seared catfish with wild rice pilaf, black beans and pico de gallo. The fish was so well prepared that it even made the wild rice seem tasty- not an easy task
Topics discussed at the seminar.
How to save a fortune in unnecessary taxes
How to protect yourself from the effects of inflation
How to guarantee that your income will last as long as you do.
How to pass your IRA account(s) to your heirs without the impact of taxes
Where you can find growth and security without risk in today's volatile market.
Appointments-Guests were encouraged to sign up for a free consultation. Those who did sign up were to bring last year's tax return, a financial statement plus bank and brokerage statements.
The seminar consisted of a rapid fire presentation of the “topics to be discussed”, Mr. Price admitted that we probably wouldn't retain much of what he said. Annuities, fixed, variable and fixed index were mentioned. The role of life insurance in paying estate taxes was briefly discussed. The ways of funding Long Term Care, Self insure, Medicare pays and Private insurance, were discussed. Examples were given of celebrities who had well planned estates and those whose estate planning was deficient. Living trusts were discussed and their advantages- privacy, estate doesn't have to go through Probate, saves on attorney's fees, court doesn't distribute your assets.
It was pointed out several times that this was an educational seminar only and there'd be no attempt to sell a specific product. Unfortunately, it was completely devoid of substance and of no educational value. The lunch, however, was excellent.
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