Learning Center | McIntosh & Associates, Inc.

Learning Center

At McIntosh & Associates we are dedicated to offering opportunities to both prospective clients and current clients for informational & educational meeting that cover a variety of topics.

We often partner with members of our community to utilize their expertise on subjects that are crucial to helping you stay informed. Topics include: attorneys speaking about how to access benefits for loved ones that need care at home, assisted living, or nursing homes, the differences between wills, revocable & irrevocable trusts, why you should have a trust for your IRA, and how to avoid probate.

Please join us in the warm and cozy atmosphere of our Learning Center!


6 What Ifs of Retirement

Retirement can be full of questions and it’s common for retirees and those approaching retirement to have fears about maintaining a comfortable lifestyle in an era of volatile markets, loss of benefits and income, and rising costs of health care. We designed this presentation to discuss 6 of the common “What Ifs” of retirement and present some strategies to address them. We will help you learn to create reliable, consistent income in retirement, while preserving and potentially reducing taxation of your hard-earned assets.

What if …

  • I live too long and develop health issues?
  • I face a major market correction?
  • I need more income?
  • Taxes go up?
  • Inflation is high?
  • I die early and leave my spouse alone?

July 27th at 11:00 AM

Location:
McIntosh & Associates Learning Center
122 S. Main St., Suite 2
Freeland, Michigan

Seating is limited. Call our office at 989-692-2200 today to reserve your spot!
Spouses are encouraged to attend!

RSVP Form


 


 

This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.