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• Estate Planning Essentials

  • When
    26 Jun 2018
  •  
    7:00 PM - 9:00 PM
  • Location
    Oakland Manor at Columbia Town Center, 5430 Vantage Point Road Columbia, MD 21044

  Register

  Will your estate transfer quickly and issue-free to your heirs with the maximum amount possible? Here you will learn:

  • How to optimize your estate plan to reduce or eliminate Federal and State death taxes
  • Why it might be beneficial to avoid the time, expense, and hassle of Probate, and how to do so properly
  • The pros and cons of Wills vs. Trusts, and which one might be best for you
  • How Estate Planning has changed in a new environment of rising estate tax exemptions and exemption portability.
  • How to plan for incapacity and avoid guardianship situations.
  • Why conflicts arise upon death and how proper estate planning can help preserve family harmony
  • How to structure your life insurance for optimal tax efficiency and passing on the maximum benefit

  Registration Required
  
  Click to Register Online
  
  

  Your presenter will be Mark Timmick, a local Retirement & Estate Planning Specialist. Mr. Timmick is an experienced retirement planning professional and Investment Advisor Representative. He is also a published author and frequent public speaker, he has written for local newspapers, he is an active member of the Financial Planning Association, and he is the current President of the Howard County chapter of The Society for Financial Awareness. 

  
  

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• Savvy Social Security Planning

  • When
    27 Jun 2018
  •  
    7:00 PM - 9:00 PM
  • Location
    Historic Oakland Manor at Columbia Town Center, 5430 Vantage Point Road, Columbia, MD 21044

  Register

  There is more to Social Security than meets the eye. At this workshop you will learn the following and much more:

  5 factors to consider for deciding when to start taking benefits Health of the system and whether benefits are likely to change Innovative strategies for coordinating benefits with your spouse How to coordinate benefits with other sources of income How to minimize taxes on your benefits Special rules on benefits for divorced spouses

  Registration Required

  Click to Register Online

  Your presenter will be Mark Timmick, a local Retirement & Estate Planning Specialist. Mr. Timmick is an experienced retirement planning professional and Investment Advisor Representative. He is also a published author and frequent public speaker, he has written for local newspapers, he is an active member of the Financial Planning Association, and he is the current President of the Howard County chapter of The Society for Financial Awareness. 

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• Maximizing Retirement Income & Protecting Your Money

  • When
    28 Jun 2018
  •  
    7:00 PM - 9:30 PM
  • Location
    Historic Oakland Manor at Columbia Town Center, 5430 Vantage Point Road, Columbia, MD 21044

  Register

  What’s more essential to retirement happiness than having a plan for your financial security? In this workshop you will learn:

  How to accurately determine how much you'll need to have saved for retirement Methods and strategies for reliably turning your savings (401(k)s, IRAs, TSPs, etc.) into the maximum income possible during retirement. Strategies for protecting principal and helping you guard against the major financial risks of retirement. How today’s advanced, modern annuities work and the pros & cons of using them in your plans How to create a comprehensive retirement plan that is flexible and adaptable to your changing retirement financial needs

  Registration Required

  Click to Register Online

  Your presenter will be Mark Timmick, a local Retirement & Estate Planning Specialist. Mr. Timmick is an experienced retirement planning professional and Investment Advisor Representative. He is also a published author and frequent public speaker, he has written for local newspapers, he is an active member of the Financial Planning Association, and he is the current President of the Howard County chapter of The Society for Financial Awareness. 

  Show details