OPEN FORUM, INTERACTIVE, FINANCIAL SEMINAR
AAA Life Solutions  PRESENTS
OPEN FORUM, INTERACTIVE, FINANCIAL SEMINAR
AAA Life Solutions  PRESENTS
Protect Your Wealth Now, 
 Family When You're Gone
Protect Your Wealth Now, 
 Family When You're Gone
 This live, open-forum seminar will be an exciting, interactive look at the current strategies, tactics, and instruments top financial professionals use to preserve client wealth & estates during retirement and protect their legacies, so their families are secure after they're gone. 
Attendees are encouraged to ask their most concerning questions to our panel of professionals including a retirement & estate planning specialist, a CPA, 
and a tax attorney!
 This live, open-forum seminar will be an exciting, interactive look at the current strategies, tactics, and instruments top financial professionals use to preserve client wealth & estates during retirement and protect their legacies, so their families are secure after they're gone. 
Attendees are encouraged to ask their most concerning questions to our panel of professionals including a retirement & estate planning specialist, CPA, 
and a tax attorney!

Meet Our Panel Of Professionals

Meet Our Panel Of Professionals

R. Renee' Kennedy

Retirement Distribution Specialist
President - AAA Life Solutions

Retirement Distribution Specialist
President - AAA Life Solutions

James Stiles

Attorney at Law
Stiles Law Firm

Terry Griffith

Lead CPA & Senior Partner
Griffith CPA Firm, PLLC

Where?

Bonefish
4680 Merchants Park Cir, 
Collierville, TN 38017

Information Only!

You Can Relax, Eat, and Learn!

When?

When?

Monday, 
February 12th
6:00 PM 

Information Only!

You Can Relax, Eat, and Learn!
What You Will Learn On This Interactive, Free Seminar:
What You Will Learn On This Open-Forum, 
Interactive, Seminar:

Estate Planning Fears

  • Fear Of The Unknown: Many people are unfamiliar with the legal complexities of estate planning and are afraid of making mistakes that could have unintended consequences. Educate yourself during this seminar and ask questions, the less foreign the subject matter is, the more sense it makes.
  • Fear Of Mortality: The idea of planning for one's own death can be emotionally difficult, but the right professional has tactics to help you pass on your estate the way you want to.
  • Fear Of Family Conflict: Family disagreements over asset distribution can be uncomfortable for everyone involved, but there are ways to smoothly execute your plan!
  • ​Fear Of Losing Control: Some people are afraid that the trusts necessary to protect your assets from seizure or healthcare recovery will eliminate their power or decision-making ability. Learn how trusts have evolved to keep you in control!
  • ​Fear Of The Cost: Nobody likes legal fees. We get it. You'll learn that the cost difference between pre-planning and crisis-planning is shocking.
Leaving A Legacy For The Family

What is the best way to pass on what you've saved to your family?

Is there a way to transfer your wealth to your family tax-free?

How can you minimize estate taxes to ensure that your heirs get the most of what you're passing on?

How can you control how your assets are used after you're gone?

How can you protect your assets from healthcare or Medicaid recovery?

How will your inheritance be impacted by The SECURE ACT?

Will any of the new tax laws have a negative consequence on your children or grandchildren after you pass?

How can you avoid mistakes that will negatively impact your children's government benefits like Social Security, Medicare, and VA Long-Term Care? 
New 
Tax Laws

Do you know how many new tax laws have been passed since the pandemic?

Are you aware of all the consequences of The SECURE ACT, The SECURE ACT 2.0, or The CARES ACT?

What happens if they change the Step-Up-In-Basis?

What new tax laws will affect my retirement right now?

What new tax laws could deplete my inheritance and how?

What new tax laws could impact my children's tax burden?

Learn about these new tax laws and how they will affect you now and your children & grandchildren in the future.
Legal Tax 
Avoidance

Judge Learned Hand was quoted as saying, "There are two tax systems in America. One for the informed and one for the uninformed. Both are legal."  


The tax system is a little sophisticated but it's not rocket science.  

Learn several different strategies and tactics the informed (wealthy) are using to safely position their money and protect it from certain future tax increases. 

They say "Knowledge is power". In this case, knowledge is wealth protection.

Take advantage of this opportunity to freely ask our panel of professionals about informed, legal tax avoidance.

Gifting

What are the immediate and downstream implications of gifting money and/or assets?

Can gifting reduce my estate tax liability?

What is the limit on gifting before it can increase my estate tax liability?

What are the tax consequences for my children and grandchildren if I gift them assets?

Can some gifts affect my children's ability to qualify for certain government benefits they've paid into their entire lives?

Can some gifts affect my grandchildren's ability to qualify for advanced education financial aid?

Learn the answers to these questions plus all of yours at this seminar! 
Taking Care Of 
You First

Of course, you want to take care of your family, but if you don't take care of yourself first, there may not be anything left for your family.

Did you know that as a single person, you have a 70% chance of requiring at least 3 years of long-term health care?

Did you know that as a couple, you have a 91% chance that one of you will require at least 3-years of long-term healthcare?

Did you know that long-term healthcare will cost between $8,000 and $20,000 per month?

How can you protect your assets from healthcare creditor liability so your family can inherit what you've worked your entire life to save?

What are the new ways to insure yourself and your significant other against long-term care costs? 

HINT: One of them you've already paid for!
AAA Life Solutions - COPYRIGHT @ 2024- ALL RIGHTS RESERVED 
AAA Life Solutions
COPYRIGHT @ 2024 - ALL RIGHTS RESERVED 
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