You are invited to
a
FREE–
No-Obligation WORKSHOP
Topics to be discussed:
q
Educational Funding
q
Final Expense/Funeral Expense
q
Steps to Building Your Financial House
q
Mortgage/Rent Protection
q
Leaving a Legacy
q
How to Prepare for a Tax-Free Retirement
q
The ‘New Kind’ of Life Insurance
•
Are you prepared for the rising
cost of your child’s college education?
•
Will you outlive your money or
will your money outlive you?
•
If you suffered a heart attack,
stroke, cancer, kidney failure, how will you pay your bills?
•
Does your current life
insurance contain living benefits?
•
Do you know what living
benefits are in a life insurance policy and how they work?
•
Are you taking full advantage
of your employer’s retirement plan?
•
Are you losing tax dollars
unnecessarily?
•
Are you protected from
foreclosure and/or eviction with Mortgage/Rent Protection?
You don’t want to miss this!
Presenters: Iddi Sandaly, CPA
Seruwage CPAs and Consulting.
Workshop Location:
Office Phone: 301-613-5165


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