Retirement Planning

327 East Bridge Street,Brighton CO 80601

30 August, 2022

Description

ARE YOU RETIRED? ARE YOU STILL WORKING AFTER 65? ARE YOU ON A FIXED INCOME? ARE YOU WORRIED ABOUT INFLATION? ARE YOU GOING TO OUTLIVE YOUR MONEY? ARE YOU WORRIED ABOUT HEALTH CARE? ARE YOU GOING TO LEAVE A LEGACY? ARE YOU MAXIMIZING MEDICARE? DO YOU HAVE AN ESTATE PLAN? DO YOU HAVE A WILL? The statistics for senior Americans are jaw-dropping. According to the US Census, the average income for Americans over the age of 65 is dismal $3,200 a month and the average saving is approximately $170,500.00. Are you interested in learning more? Please join us. YOUR HOSTS DAN McKenzie Dan graduated from Northwestern Law School and has been practicing law since 2003. He has been named a Super Lawyer multiple times by Super Lawyer magazine. He is an active participant in the Colorado Bar Association’s Trust and Estate’s section, and is also a member of Wealth Counsel, a national membership organization of estate planning attorneys and financial advisors. Dan works hard to ensure that his knowledge about the constantly evolving rules governing estate planning and business formation, as well as the firm’s resources, are always on the cutting edge. GEORGE BAIN George Bain is a 30-year veteran of the mortgage industry. During his career Mr. Bain has both owned and managed mortgage companies and is familiar with all aspects of mortgage origination. Since 2017 Mr. Bain’s focus has been in the specialty of reverse mortgage planning. Mr. Bain is a respected guest speaker and has guided many clients through the process of obtaining a reverse mortgage. Mr. Bain often consults with attorneys and financial planners to assist them in planning comprehensive financial and tax saving strategies. STUART JENSEN, REALTOR CYNDI ASHTON Cyndi Ashton is a completely independent insurance broker specializing in Medicare, Life Insurance and Dental Insurance Solutions for Seniors. She works with the top insurance Carriers so she can offer her clients the best coverage for them. Cyndi's clients are located across Colorado, giving her a great feel for the insurance landscape. She designs plans with a focus on overall value, which she combines with personalized insurance guidance aimed at helping her clients in make better-informed decisions. TOPICS ESTATE PLANNING, WILLS, TRUSTS, MEDICAL POWER OF ATTORNEY, REAL ESTATE RIGHT SIZING, EQUITY RELEASE OPTIONS, MEDICARE, LIFE INSURANCE, DENTAL INSURANCE, VISION INSURANCE, PENSIONS, SEQUENCE OF RETURN, 401(K), ASSETTS UNDER MANAGEMENT, IRA, REQUIRED MINIMUM DISTRIBUTION AND MUCH MORE VALUABLE INFORMATION. Copyright©2022 Fairway Independent Mortgage Corporation (“Fairway”) NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. All rights reserved. Fairway is not affiliated with any government agencies. These materials are not from HUD or FHA and were not approved by HUD or a government agency. Reverse mortgage borrowers are required to obtain an eligibility certificate by receiving counseling sessions with a HUD-approved agency. The youngest borrower must be at least 62 years old. Monthly reverse mortgage advances may affect eligibility for some other programs. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates, and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Fairway Independent Mortgage Corporation is an equal housing lender. Legal Disclosures: https://www.fairwayindependentmc.com/~/media/files/pdf/legal-disclosure.pdf?la=en