How to Retire Healthy & Wealthy

Don’t miss this FREE two hour community event organized by Futurity First. Come and meet the local professionals that can help you with your health and financial needs today, or help you plan for your future. This event is open to the public and you will hear presentations on some of these timely and important issues:

AMADA Senior Care – Knowing when and how to contract a caregiver.

Deciding to hire a caregiver for a senior is a major decision.  Recognizing the right time for help and meeting your loved ones’ particular circumstances can be difficult.  Navigating the seemingly endless caregiver options can also be complex, not to mention payment options involving long-term care policies or VA Benefits.

Amada Senior Care takes an objective view in navigating these areas to provide clarity and an action plan for seniors or their family.

MAXIMIZED LIVING:  Learn about the daily habits of some of the world’s healthiest cultures.  Aging should not entail prescription drug reliance and debilitating health conditions.

• Understand how an active, determined mindset is crucial to increased longevity
• Discover why maintaining a healthy lifestyle can add decades to your life

Americans suffer from more diseases and are in worse health than most other wealthy nations.  Proactive, maintenance care helps people stay active, feel happier and live long, productive lives.

Varian Construction – The desire to stay in one’s home is paramount for many seniors.  The comfort and familiar surroundings are important for those as they age.  If your desire is to stay in your home long-term, there are ways to make your home more navigable and user-friendly for seniors.  Simple changes like adding grab-bars in the bathroom as you get in and out of the shower, changing the type and amount of light in your kitchen and bathrooms to see better and easy open door knobs are just a few things that we take for granted as younger adults, but are not as functional as we age.  Come and learn how to retrofit one’s home for retirement.

Tax Savers of America, Inc.  Financial Wellness: IRA Knowledge is Essential for your Financial Well Being.

Your IRA represents a source of income stability and security for your retirement years.  Retirement accounts are supposed to serve your needs.  The aspects of your IRA that are critical for retirees to remember and understand are as follows:

Distributions from IRA’s: What to Take Out; Difference between Roth’s and Traditional IRAs

Required Mandatory Distributions: Traditional IRA’s 59 ½ years (permissive distributions) to 70 ½ years old (mandatory distributions)

Beneficiaries Designations: IRAs as part of your estate plan

IRA Rollovers: Consolidating everything in one account

Proper planning can avoid IRS penalties and costly financial mistakes.  The goal is to achieve continual prosperity and financial wealth in the New Year.

Burzynski Elder Law – Burzynski Elder Law addresses the client’s needs by discussing legal, medical, financial, social and family issues.  A Life Care Plan is a method to manage all this information.  Families use their Life Care Plan as a guide to their vast knowledge of community services and resources, including their VA Accredited Attorney and Registered Nurse Advocate.  A Life Care Plan represents the integration of all these issues to meet the specialized needs of each individual.

REVERSE MORTGAGE SECRETS REVEALED:   Find out just how POWERFUL a Reverse Mortgage really is!  Get the facts.  Stop treating your home like a “Dead Asset”!  Free your equity and turn it into real money that you can use TODAY!  Don’t own a house?  Use a Reverse Mortgage to buy one NOW!  Presented by Gino Moro, NMLS ID 374045, 124072.  Southland Financial Services

You will also have a chance to speak face to face with the professionals who can give you the tools to live better and create financial security, so bring your questions and learn how to take control of your future today.

Futurity First – Pat Mantis can assist you with your entire retirement planning using strategies like Safe Money investing, earning a Paycheck for Life, Final Expense Insurance and Long Term Care options.

When and Where
February 3rd, 2015
9:00 – 11:00 a.m.

Naples Conference Center
(located at the Naples Area Board of Realtors)
1455 Pine Ridge Road, Naples, FL 34019

Presented by Pat Mantis
Futurity First Insurance Group

Sponsors:  Varian Construction Co., Inc., Tax Savers of America, Inc., Amada Senior Care, Southland Financial Services and Maximized Living

RSVP by email to PatricaMantis@FFIG.com or call (239) 821-5179 for reservations (seating is limited)

It’s all FREE!!!
Free admittance • Free parking • Free snacks
Free prize drawings

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