Workshop Topics
Legacy
Giving | Living Trusts
| Equity Indexing & Managing Risk
Long
Term Care Solutions
| Seminar
Schedules & Locations
| Helpful Links
At this workshop, Hardin & Associates will discuss the most efficient ways to pass on to your heirs the things that matter most to you including:
- Values and life lessons
- Instructions and wishes to be followed
- Personal possessions of emotional value
- Financial assets and/or real estate
Click here for information on upcoming workshops.
Equity
Indexing & Managing Risk
A
good investment strategy has many variables. At this workshop you will
learn how to build and manage your portfolio depending on your age, your
risk tolerance and your personal objectives.
Hardin & Associates will help you choose the investment vehicle-whether you want to aggressively grow your income or simply keep pace with inflation to preserve your nest egg. We will give you a choice of plans through our connections with dozens of experienced partners.
Click here for information on upcoming workshops.
Long
Term Care Solutions
Long Term Care Insurance protects you, as well as your
loved ones in the event that extended care is needed during your life.
Long-term care can provide assistance with daily activities, skilled nursing
care or rehabilitation training.
Medicare and Medicaid are not designed to cover long care needs-and neither are most health insurance policies. You and your family will be responsible for paying for any long-term care needs with your savings and assets.
Hardin & Associates can provide you with multiple long-term care solutions that allow you to customize your policy to best meet your needs. We can help you explore the following options:
- Location of care: in-home, in a nursing home, in an adult day center or an assisted living facility
- Type of care: skilled nursing care, custodial care, home health aides
- Options for size of daily benefit and length of coverage.
- Flexibility in applying benefits (sometimes called "alternate plan of care")
- Choice of waiting periods before coverage begins
- Coverage of organic mental illness, such as Alzheimer's
Click here for information on upcoming workshops.
Living
Trusts
Learn how you can enjoy your income while leaving
more money for your heirs. Establishing a living trust helps you reduce
or even eliminate probate costs while simplifying the inheritance process
for your beneficiaries. Hardin & Associates along with our attorney
and CPA will:
- Explain the dynamics of a living trust in terms you can understand
- Outline the benefits of a living trust for both you and your family
- Walk you step-by step thorough the entire process to create a living trust
Click here for information on upcoming workshops.
Hardin and Associates conduct seminars in East Tennessee on a regular basis. To locate a seminar in your area, please call 865.573.3435 or e-mail bkhardin@hardinandassociates.com.
AARP – www.aarp.org
Stretch IRA information:
- http://moneycentral.msn.com/content/Taxes/Taxshelters/P33760.asp
- http://www.bankrate.com/brm/news/ira/20041006a1.asp
- http://www.advisortoday.com/resources/stretchiras.html
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