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The following offer is in response to a shocking statistic from the Social Security Administration: 94% of Baby-boomers are not prepared for retirement!

Offer: a no-obligation, FREE lecture of your choice, for your group ($1500 VALUE) at your location and time specified by you. Good thru September 25, 2010.

The lecture series includes:

Wills and Trusts-A will is a formal and legally enforceable statement of how you wish to dispose of your property upon death.  A valid will allows your last wishes to be protected by law.  It can be changed at any time prior to death.
Why is a will important?  Without a proper will you will not be able to control who inherits your property upon your death.  If you were to die without a will, your property will be distributed according to the laws of your state.  All adults should have it will in place.

Trusts are a very important topic to go into and I think a little history is in order.  Trusts have been around since the Roman Empire, about 800 AD.  The English knights used trusts to protect their lands when they went into battle.  American trusts have been used since the 1700s helping Colonist protect property from English taxes and government.

Long-Term Care-Have you ever heard that term called “spend down”?  Spend down occurs when private or family finances are depleted so far that an individual becomes eligible for public sources of payment through Medicaid.  This process of voluntary impoverishment is a transition from private to public sources of payment for long term care. (Stum, 1998).

Safe Alternatives to the Stock Market-There are a lot of things to consider when going into retirement; these areas include but are not limited to inflation, lack of diversification, health and increasing life expectancy, and the need for proper planning.  In order to have sufficient funds to retire, we all need to make plans for this.  There are a lot of questions that need to be answered when constructing a plan for retirement.  The first question in everyone’s mind should be when do I start?  As stated earlier, this is where a line by line itemization and inventory of all assets and liabilities in in order.  Then with that information available a plan can be formulated.

Final Expense-The act of paying for your funeral before the need arises; is a gift for you in those you love.  Funeral planning saves your family from stress, everything is taking care of by funding your arrangements before the need arises and saves your family from financial responsibility.    

Simply call 773.765.4491 please speak slowly and mention your perferred method of contact; you will receive a response within 2 business days.


Prominent organizations such a AARP, Manor Care Corporation, and the National Association of Retired Federal Employees have featured these very lectures and workshops and they have also been presented at many National Credit Unions and Fortune 500 companies.

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We specialize in educating through lectures.

We offer a lecture series that is designed to inform consumers in the subjects of Wills and Trusts, Long Term Care, Safe Alternatives to the Stock Market and Final Expense.