Complimentary Educational Event at Mount Kisco Public Library
Legacy Maximization Event: Estate & Wealth Protection Strategies
Event Details:
Location: Mount Kisco Public Library
Date: Thursday, May 29th
Time: 5:30 PM
Address: 100 E Main St, Mt Kisco, NY 10549
Seating is limited. Confirmations will be required.
Nothing will be sold and there is no charge to attend!
Don’t leave important decisions to the court. Take control of your future.
Join us for an exclusive Retirement and Legacy Maximization event, featuring a special presentation by Jeffrey Polanco, Financial Advisor and Judge Michael Martin, Estate Planning Attorney & Village Court Justice. Learn how to safeguard your wealth for safety and retirement income; minimize tax burdens; and ensure your family’s financial well-being in today’s uncertain economy.
At this complimentary and interactive event, you’ll learn how to bullet proof your portfolio and maximize your income strategies -- while gaining insights into the essential legal tools and strategies that can help you protect and preserve your legacy.
Those strategies include:
Trusts & Wills – Understanding their roles in estate planning.
Powers of Attorney – Ensuring your financial & healthcare wishes are honored.
Advance Directives – Protecting your rights and decisions in critical situations.
Investment Income and Asset Protection Strategies – How to take proper distributions from retirement assets while avoiding unnecessary tax burdens and legal challenges.
Common Oversights – Key mistakes that could jeopardize your family’s inheritance.
And much more!
With new legislation, rising taxes, market volatility, and inflation, now is the time to prepare. Without a comprehensive estate plan, your loved ones could face lengthy legal battles, excessive taxation, and court-mandated asset distribution.
Space is limited, so fill out the registration form here to reserve your seat today.
Complimentary Event Registration
Seating is limited. Sign up today to guarantee your seat(s)!
By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “My Path to Retirement”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.
About Your Presenters:
Jeffrey Polanco
Investment Advisory Representative
Jeff started his career in the financial services industry in 1999. He began as an insurance agent then obtained his series 6, 7, 63 and 65 afterwards. After a successful path as a career agent, he knew it was time for a change into the independent wealth management space. Jeff was eager to improve his ability to give totally unbiased advice and act as a true fiduciary. His mission has always been to truly make a difference in individual people’s lives. The key was to combine his strategic mindset, vast financial experience, and guiding personality with his passion for people and desire to make an impact on their financial well-being. As a licensed Investment Advisory Representative and Insurance Agent, Jeff guides his clients with a holistic view of financial well-being.
His passion, dedication, and educational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized solutions to meet the unique goals & objectives of each client.
Jeff is a lifelong New Yorker and resides in Poughkeepsie NY with his life partner Sandra and their 2 boys, Jaden and Jake. His hobbies are exercising, cooking, enjoying music and being an everlasting learner about personal finance and business.
Any Questions Regarding This Event Call:
845-392-6394
Michael A. Martin
Attorney at Law
Michael A. Martin received his Juris Doctorate from Pace Law School and was admitted into the New York State Bar in 1995. Michael is the founder of Martin Law, P.C located in Wappingers
Falls and in Yorktown Heights. He has served as the Village Court Justice in the Village of Fishkill since 2002 and is an Ethics Board Member in the Town of Fishkill.
Michael A. Martin specializes in Estate Planning. Estate Planning is the creation of a definite, but flexible plan for managing your assets while you are alive or if you become ill. These documents create a plan to distribute your assets after your death. With an expansive knowledge of law, Michael is able to give his clients protection and the peace of mind needed to ensure their assets are in order.
Frequently Asked Questions
Is there a cost to attend?
No, there is no cost to attend.
Do I need to bring anything?
No, you will be provided with pen and paper to take notes.
Will any investments or investment products be discussed?
No there will not be any discussion of any investments whatsoever.
Will I be pitched or sold anything?
No. Our classes are strictly educational. The most common feedback we receive is how nice it is to attend a truly educational workshop with no pressure.
Is this sponsored by the Social Security administration?
The Presenter is not affiliated with the Social Security administration or any other government agency
Investment Advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, KS 66208 Fortis Capital Advisors, LLC is an investment adviser registered with the Securities and Exchange Commission (SEC).
GET IN TOUCH
MAILING ADDRESS
My Path to Retirement
505 North 210th Street
Elkhorn, NE 68022
PHONE NUMBER
Phone: (816) 702-5158
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.