Even though you’ve worked hard your entire life and saved up something you’d like to pass on to your family, they may end up with nothing, without proper planning. When you attend one of our Money Smart Workshops, you’ll immediately discover how you can prevent this from happening to you and your family.
Every subject that matters to your retirement will be discussed:
LEARN HOW TO KEEP THE GOVERNMENT OUT:
Keep the courts from interfering with your affairs after you’ve passed away. The time-consuming and costly nightmare of Probate doesn’t have to touch your family or your money.
FAMILY HOME PROTECTION:
Don’t let the government take your home when you die as a result of Medi-Cal Recovery. California has already recovered $1 BILLION from people’s homes and estates after a loved one died having received Medi-Cal Benefits. This is often how family homes are lost.
AVOID NURSING HOME POVERTY:
The average cost of nursing home care in California is $90,000 per year. Protect your nest egg from being eroded with a Living Trust and qualifying for Medi-Cal the smart way!
PREVENT FAMILY FEUDS:
Discourage family disagreements and fighting by planning for different individual needs and ensure that your estate plan leaves a loving and lasting legacy.
REGISTER TO ATTEND A MONEY SMART RETIREMENT WORKSHOP HERE
Our priority is dispelling common misconceptions about Trusts and estate planning. For nearly 30 years, we have been providing information and resources essential to helping families protect their legacy and their future. Click the button below to select a workshop date that you want to attend and register today.
Optimal for retirement ready planners with assets of $100k+
Bonus: Find out how the Tax Reform and Jobs Act will impact you and your retirement!
Tax reform was swept through at the end of 2017, with changes that will affect virtually all tax-paying adults in the country. Find out what you need to know about various tax brackets, thresholds, limitations, and exemptions for 2018.
Your good bye celebration is on the company calendar and the next stop is a white sand beach, 14 day cruise or safari in Africa. You’re looking for ways to Convert Retirement Savings into Income – and may need to explore alternate investments to keep you on vacation and out of the office.
The time to retire is approx. 5 years out. You’re looking for a smart way to withdrawal social security benefits and ways to maximize your retirement income.
PLANNING FOR RETIREMENT
It’s never too early — but you have some time to figure out how to best leverage your financial situation to meet your retirement objectives.
How many estate planning disasters do you need to see before you decide to create a plan that determines who gets your hard earned money after you pass. If you want to avoid giving all or half of your wealth/assets to uncle sam – you should attend this workshop.
The fiduciary duty requires an investment advisor (i.e., David Ortiz Advisors), by law, to act in the best interest of their clients, putting clients’ interests ahead of their own at all times. Brokers, on the other hand, adhere to a lower standard of legal care, known as the suitability doctrine. Find out why this matters to you by watching the video below.
What you should know about us…
Broker versus Fiduciary
Serving Whittier, Downey, Buena Park, Norwalk, Hacienda Heights, Pico Rivera, Anaheim
© 2018 David Ortiz. All Rights Reserved.