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Events

Introduction to Long Term Care Insurance Webinar

Introduction to Long Term Care Insurance Webinar

Please join us for a virtual seminar on the Topic of Long-Term Care. As we continue to live longer and health care expenses continue to rise, having a Long-Term Care event is one of the biggest roadblocks in retirement.  A Long-Term Care event happens not only to an individual, but also to their entire family. Having a Long-Term Care strategy in place earlier will allow you and your family to be better prepared for the tough financial and emotional decisions they will have to make.


Join us for a free webinar on Thursday, February 1st at 10 AM or 4 PM. Click below to register for the time you would like to attend. Once you register you will receive a confirmation email with instructions on how to join the presentation. 


         

Wealth Transfer Planning Webinar

Wealth Transfer Planning Webinar

Even if you don’t consider yourself wealthy, you’ve likely worked hard to save the money you want to leave for your loved ones after you’re gone. Now you may be at a point where you are considering how to pass some of these assets on to the next generation ─ your children or grandchildren, or to a favorite charity. However, you may be very surprised by just how much taxation may eat away at the inheritance you intend to leave your heirs.

 

Join us for a free webinar on Tuesday, October 24th at 10 AM or 6 PM ET to learn strategies to transfer your assets in a tax-efficient manner.

Allianz Index Avantage Webinar

Allianz Index Avantage Webinar

Given today’s volatile markets, you may be seeking a balance between growth potential for your assets and a level of protection. Join our special insurance and sales presentation for a discussion of how Allianz Index Advantage® New York Variable Annuity can be a solution to help strengthen your financial future.

Check Out Our Upcoming Events

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Support@HVCUWealth.com | (845) 463-3366