RETIREMENT RULES!
Financial and Legal Tips to Help You Thrive
Know the retirement rules! Preparing for retirement means knowing the rules. The financial and legal rules of retirement are ever-changing and can be confusing and daunting to make sure you are fully informed. Senectus presents financial and legal times to help you thrive with the legal and financial retirement rules.
FINANCIAL & LEGAL PREP FOR RETIREMENT
Why Senectus?
Senectus has a mission: simplifying access to quality, affordable services for seniors. Yet, as a consumer, it’s fair to ask why these services would join as a group, with a name, identity and shared purpose. Although each organizer has earned a reputation for service, why does connecting as Senectus offer more than the sum of our parts… or partners?
What unites us is a need: A majority of adults are unprepared for helping an aging family member to make inevitable, life-changing decisions. However, over 65% of adults will end up in a care giving role. Further, due to the aging of boomers, there is a rapidly growing need for elder support. And, in the Gen X and in Millennial generations following baby boomers, there will be fewer and fewer available family members to help with aging in place, downsizing, relocation and financial preparedness.
In planning, an important success factor is knowing who to turn to for resources, advice and assistance. Added to this, numerous services may be needed and coordination of them may be vital, all within a budget, timeline, often during uncertain times of change, and likely with a limited, fixed income. Care givers and family who intend well, yet have busy schedules of their own.
What is Senectus?
Senectus is a collaborating group of service professionals focused on the needs of Dallas area seniors and their families.
Senectus connects seniors to a network of local services including home health, transportation, move management, organizing assistance, housekeeping, elder law, estate planning, financial planning, real estate and retirement community placement. All of the partner businesses are focused on serving the needs of older adults. Learn more about us and services we provide here.
Senectus presents on this and a variety of other lifestyle and educational topics. This is part of an ongoing commitment to connecting older adults with affordable, quality services and information. Local event details: Senectus Events Calendar.
Special Thanks to The Senectus Team for hosting and providing content for these educational events for older adults!
For Registration Details: visit the Senectus Facebook Page
REGISTER HERE FOR ZOOM EVENT
John McNair, Certified Elder Law Attorney, Board Certified in Tax Law, Estate Planning & Probate
John McNair, McNair Dallas Law
Elder Law Attorney
Trusts, VA & Medicaid Planning, Wills
(469) 210-8371 | McNair-DallasLaw.com
Jeff Kort – Munn & Morris Investment Advisors, a Raymond James Company
Jeff Kort, Munn & Morris Financial Advisors
Private Wealth Management Professionals
Retirement Asset Planning, Investment Strategy
(972) 692-0909 MunnMorris.com