Financial Summit for Baby Boomers

The Financial Summit for Boomers is an educational event designed to address three unique financial challenges faced by the Baby Boomer generation: Government Benefit Programs, Estate Planning and Retirement Living. This summit aims to provide attendees with the knowledge to make informed financial decisions about the future and foster confidence to navigate the complex financial landscape of retirement and beyond. Event Highlights: ?? What you need to know about Social Security and Medicare in retirement: Aaron Sannes, Managing Partner of Discerning Wealth - Understanding and optimizing social security benefits. - Understanding Medicare and supplemental insurance. - Preparing for income taxes in retirement: Aaron Sannes, Managing Partner of Discerning Wealth - Retirement income planning, tax control, and pre-retirement tax strategies. ?? Leave a Legacy, Not a Liability: James Thielen, JD, Retired Senior Trust Officer with Lincoln Savings Bank - Importance of wills and trusts. - Estate planning and tax considerations. - Planning for legacy and wealth transfer. ?? Navigating the Future of Retirement Living: Kris Hansen, CEO Western Home Communities - Learn about the changing landscape of retirement communities. - The movement towards wellness without walls. - Planning for healthcare expenses in retirement. - Long-term care options and insurance. Who Should Attend: Baby Boomers nearing retirement or already retired. Individuals interested in enhancing their financial literacy. People looking to make informed decisions about their retirement finances.