Retirees & Veterans Workshop

Please join David M. Beliveau, Esq., CPA and Bernie Ross, Financial Adviser, at a seminar on estate, financial, and tax planning for retirees and veterans.

DATE: June 18, 2013
TIME: 6:00 p.m. – 7:30 p.m.
LOCATION: Days Inn, 159 Pelham Street, Methuen, MA
DATE: June 19, 2013
TIME: 12:30 p.m. – 2:30 p.m.
LOCATION: Wyndham, 123 Old River Road, Andover, MA
DATE: June 20, 2013
TIME: 11:30 a.m. – 1:30 p.m. (Lunch provided for $5 per person)
LOCATION: Oriental Garden, 400 Lowell Avenue, Haverhill, MA
DATE: June 25, 2013
TIME: 11:00 a.m. – 1:00 p.m. (Free lunch provided)
LOCATION: The Chateau, 195 School Street, Waltham, MA
DATE: June 27, 2013
TIME: 11:00 a.m. – 1:00 p.m. (Free lunch provided)
LOCATION: China Pearl, 288 Mishawum Road, Woburn, MA


  • A little known benefit for up to $24,000 per year for war-time veterans, their spouses, or widows.
  • Do you need to update your current wills and trusts?
  • How can you avoid the costly delays of probate?
  • How can you prevent your children and grandchildren from irresponsible depleting assets you give to them?
  • How can you protect your life savings from a nursing home?
  • How can you protect your savings if your spouse is currently in a nursing home?
  • How giving away your savings may have potentially negative consequences.
  • Are you paying unnecessary taxes on income and investments?
  • How should you manage the taxes you pay on your Social Security benefits?
  • Is there a chance you may outlive your money?
  • Strategies to protect you from outliving your money.
  • Compare Roth IRAs and Traditional IRAs: which one is right for you?
  • The best strategies to take advantage of today’s low interest rates.

REGISTRATION: Call (888) 649-2873 to reserve a seat for this seminar.  Seating is limited.

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