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Financial/Legacy Planning for a Successful Retirement
Residents, join us in the Canvas Room for a Lunch & Learn with the financial advisers from Tundidor & Weiss Investment Group.
Topics To Be Discussed Include…
Long Term Care Needs & Alternative Funding Methods
Estate Planning: Importance of Wills/Trusts
Beneficiary Designations on Retirement & Investment Accounts
Asset Distribution in Retirement
Required Minimum Distributions & QLAC Option to Lower RMD
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