Seminars
THE VERMONT AGENCY
Presents....
Retirement & Asset Protection Workshop*
This workshop is designed to help you answer the following questions:
How might I avoid being taxed on my hard-earned Social Security benefits?
How can I put up to $500,000 tax-free in my pocket from the sale of my personal residence?
How might I avoid losing my hard-earned assets to nursing home expenses using long-term care insurance?
How can I simplify my financial affairs and enjoy the golden years more?
Our mission is to help educate you with financial strategies for a successful retirement; protect the assets you've accumulated through the years; generate needed income for retirement and keep your taxes as low as possible.
Navigating Your Financial Journey*
This workshop is designed to help you identify and establish reasonable and obtainable financial goals; introduce you to the process of creating a personal financial strategy; outline the products and concepts available to help you implement your financial strategy and help you "stay the course" - maintaining your strategy throughout your life. Sooner or later you'll need to establish financial goals....why not start now....before sooner becomes later.
Business Owners Seminar Series*
This is a series of three separate workshops designed to address the financial issues specific to business owners. Topics covered are Estate Planning Strategies, Retirement Planning and Executive Benefits.
In addition to the above workshops, our associates have access to numerous topic specific seminars:
Retirement Investment Strategies*
Financial Management*
Long-Term Care
Retirement
Investment Fundamentals*
Turbulent Times
Retirement Plan Distributions
Estate Conservation
Retirement Income
College Funding*
Annuities
Asset Allocation*
401(k) Retirement Plans*
Tax Strategies**
Mutual Funds*
403(b) Retirement Plans*
Investment Management*
Charitable Giving
Employment Transitions
Advanced Investment Principles*
For complete details, please call us at (802) 864-6819, or send an e-mail to: Vermont_Agency@nlvmail.com
*Securities and investment advisory services are offered solely by Equity Services, Inc. Securities topics will only be presented by Registered Representatives and Investment Advisor Representatives of Equity Services, Inc.
**Tax and Legal Advice is not offered. Please consult your attorney and accountant for advice concerning how various strategies may affect you and your family's financial situation as it relates to tax and legal issues.
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