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Free Retirement Planning for Singles Seminar & Social
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Free Retirement Planning for Singles Seminar & Social

Sunday, May 20 (2007) 7:00p
at Jack's Bistro, Oakland, CA
Price: Free
Phone: 415/507-9962
Age Suitability: All Ages

TOM PATTINSON, CSA, “The Retirement Guru for Singles,” will present a FREE Retirement Planning for Singles Seminar.

BOB STEINER, past President of The Society of American Magicians, will perform magic. There will also be SOCIALIZING, plus complimentary appetizers the first hour.

“Singles have UNIQUE retirement concerns,” says Mr. Pattinson. “Often they have all of their eggs in one financial basket, unlike married couples, who usually have more than one retirement plan. It is much more critical for singles to have a retirement plan than couples, because often they have no one to rely on. No other Retirement Planner in the Bay Area specializes in retirement plans for singles. That’s why I am presenting this free seminar.”

YOU WILL LEARN:

•How to assure that your estate will be handled by a trusted friend (rather than the State of California) if you ever become incapacitated. Singles do not have a spouse to handle this and often do not have anyone else they trust.
•How to bequeath your estate before you die to a charitable organization of your choice. Singles often do not have children or other heirs, so the government often receives the estate.
•How to reduce your taxes by re-allocating your money. Singles are discriminated against by the tax codes. The marriage penalty has been eradicated, but the singles penalty remains.
•How to avoid outliving your money.
•How to keep your nest egg safe, and growing, with little or no risk
•How to increase your income, without increasing your risk
•How to stretch your IRA, so that your beneficiaries receive much more
•How and when to take advantage of a reverse mortgage
•How an insurance contract compares to a mutual fund
•How to qualify your parents for MediCal

Tom Pattinson is a Certified Senior Advisor (CSA). He has been providing expert estate planning in the Bay Area since 1999. Mr. Pattinson has helped hundreds of residents get their affairs together, prepare for growing older, and protect their nest eggs. He is known for his fun and entertaining presentations, as much as for the incredible amount of information he imparts in less than an hour.

IF YOU ARE UNABLE TO ATTEND, Tom Pattinson is available for a free phone consultation by calling 415/883-1426. A taped interview with Mr.Pattinson is available free of charge at www.SinglesPodcastingNetwork.com.

MORE SINGLES PARTIES at www.ThePartyHotline.com

SPONSORED by Society of Single Professionals (non-profit) at www.SocietyofSingleProfessionals.com.

SINGLES TRAVEL at www.SinglesTravelCompany.com

FREE SOCIAL NETWORKING OVER THE PHONE at www.ccube.com

LISTEN TO EXPERTS ON DATING & BEING SINGLE at www.SinglesPodcastingNetwork.com

Category: Talks & Lectures
Creator:  richgosse
Creator:  richgosse
Location & Nearby Info
Jack's Bistro
One Broadway
Oakland, CA 94607
(510) 444-7171
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(no rating) Apr 27, 2007 - richgosse

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