Retire Mentality

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Name: Retire Mentality
Date: May 21, 2019
Time: 5:30 PM - 7:30 PM MDT
Event Description:
Join us for refreshments and a fantastic two part class on planning for your retirement and including your retirement in your estate plan!

About this Event

Retire Mentality:

? Do you have enough money to retire comfortably?

? Strategizing and planning your income needs.

? Making your retirement savings last.

? Retirement considerations to think about, such as legacy planning and long term care.


Retirement Plans and your Estate Plan -- How you can:

? Force your beneficiaries to roll over your retirement plan into an Inherited IRA.

? Protect the inherited retirement plan from your beneficiaries’ divorce, creditors, bankruptcy, or poor money-management.

? Control who will inherit your retirement plan if the primary beneficiary is gone.

? Prevent a costly court process that may be necessary if a minor child is the beneficiary on your retirement plans.


Sommers Law Group Classroom

390 Union Blvd

Suite 280

Lakewood, CO 80228

Date/Time Information:

Date And Time

Tue, May 21, 2019

5:30 PM – 7:30 PM MDT

Contact Information:
Call Mandy 303-984-9900. Or
Free Admission
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