Broker Check

COMING SOON - NEW Bluffton Location

117 E Elm Street

Bluffton, OH 45817
15 Jan
Getting Your House in Order

Organizer

Faith Investment Services rzimmerman@cfdinvestments.com

Presenter

Gary Reese

Description

We have been having conversations with other professionals in downtown Bluffton about the questions that people ask in an effort to “get their house in order.” Is my insurance coverage adequate? When can I retire?  Will I have enough money to live on when I am no longer working?  What will happen tax-wise when I inherit Dad’s land or IRA? Are there legal ways to give money to my children prior to entering a nursing home? How do I sign up for Medicare or begin to navigate the world of Medicare supplements?  Should I be “in the market” if I’m on a limited income?  Is there any way to have guaranteed income in retirement? How should I leave money to my children or church or favorite charities? What questions should I be asking that I don’t even know to ask?!

Faith Investment Services is partnering with Fortman Insurance, Scott Basinger, attorney at law, and Neil Reichenbach CPA to provide a non-threatening environment to get some of these basic questions answered.  Many of the questions cross the lines of specialty – affecting both insurance and tax planning or impacting investments and estate planning – and we believe it will be especially helpful to have multiple experts in one room. 

Plan to attend “Getting Your House in Order” – a series of one-evening workshops (held on multiple dates for convenience of scheduling) to be held at 101 N. Main Street in Bluffton, in the front portion of the Faith Investment Services building.  

Date and Time

Wed, Jan 15, 2020

7:00p - 8:00p EST

Location

Front of Faith Investment Services building

101 N. Main Street
Bluffton , OH 45817
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