In-Person Workshops

Local noted authors of WINNING AT RETIREMENT,
Philip Richardson, George Sheets & John Wood of The Richardson Group
– Senior Tax Strategies

See the bottom of the page for upcoming events!

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Plan to Attend This Free Educational Workshop
Come listen, learn and get answers to these important questions

• How to Reduce or Eliminate Taxation on Social Security.
• Facts on what is exempt from Nursing Home Attachment.
• How to help protect your assets from Catastrophic Illness and
Nursing Homes without purchasing Expensive Traditional Long Term Care
Insurance.
• Avoid the IRA-401K Tax Bomb that allows the IRS to wipe out up to 70%
of your Retirement Accounts Values in Taxes.
• How will Obama-Care - National Health Care Reform seriously impact the
rest of your retirement years?
• How to obtain returns linked to the Market without Market Risk.
• Probate and how to avoid it.
• Wall Street Crisis - Is it possible we are heading toward another
market crash?
How to position your assets so you won’t be affected again.
• Variable Annuity Owners, is your annuity charging you outrageous fees?
Learn things your broker doesn’t want you to know.
• Is your Pension & Social Security in trouble -
Is your money transitioning to who you really want it to go once you pass?
• Top 15 whopping tax mistakes seniors make.

Upcoming Events

Monday, August 1 • 10:00am • Pequea Valley Public Library
31 Center Street, Intercourse (Schoolhouse)

Monday, August 1 • 11:00am • Elanco Public Library
11 Chestnut Drive, New Holland

Tuesday, August 2 • 10:30am • Adamstown Public Library
110 W Main St, Adamstown

Tuesday, August 2 • 11:00am • Quarryville Public Library
357 Buck Road, Quarryville

Wednesday, August 3 • 10:00am • Acorn Farms
3141 Mount Joy/Manheim Road, Mount Joy

Wednesday, August 3 • 11:00am
Manheim Township Public Library
595 Granite Run Drive, Lancaster (Morgan B)

Thursday, August 4 • 11:00am • Columbia Public Library
24 S. 6th Street, Columbia

Thursday, August 4 • 10:00am or 6:00pm
General Sutter Inn (Lititz Springs Inn)
14 E. Main Street, Lititz

Friday, August 5 • 10:00am • Double Tree Hotel
2400 Willow Street Pike, Lancaster (Terrace Room)

Friday, August 5 • 10:00am • Heritage Hills Hotel
500 Centerville Road, Centerville (Chapter House)

Saturday, August 6 • 10:00am
Ephrata Library/Community Commons
550 South Reading Road, Ephrata
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Saturday, August 6 • 10:00am • Eden Resort and Suites
222 Eden Rd, Lancaster (Embassy Room)