Your Dreams. Your Goals. Your Legacy.
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You may Qualify for up to $29,172 in
ANNUAL TAX FREE Benefits!
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If you are a Veteran, or a family member of a deceased Veteran, YOU NEED TO LEARN about VA Benefits and Estate Planning for all.
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You’re invited to a special presentation:
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These popular events are held at well known restaurants near you. Menu options will be provided prior to the meal service. Seating is extremely limited and reservations are required.
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As a Certified Financial Fiduciary ®,
one must agree to uphold the highest
moral, ethical, and fiduciary standards of service when providing advice to potential or existing clients.
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Important Alert for Arizona Veterans, Seniors, Retirees and Families
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According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2
The VA Aid and Attendance program is designed to provide veterans, or their surviving spouses, with a TAX-FREE income to pay for home healthcare agencies or assisted living expenses. At this seminar, we will discuss how you can
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Tailored Services for Veterans:
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- Specialized financial planning for veterans
- Assistance with VA benefits application
- Disability compensation, pension, and health care
- Home loans, insurance, and more
- Answers to questions like avoiding costly long-term care premiums and benefits of reverse mortgages
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* Qualify for TAX-FREE VETERAN'S BENEFITS of up to $29,172 per year
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- Effective management of finances and estate
- Strategies to protect retirement savings from market corrections
- Tax-efficient strategies, life insurance, and annuities
- Estate planning to ensure you never run out of money
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• Coordinated financial and estate planning • Strategies to minimize tax burden
• Maximizing benefits for beneficiaries • Information on trusts and leveraging assets with gold or silver
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• Coordinated financial and estate planning
• Strategies to minimize tax burden
• Maximizing benefits for beneficiaries
• Information on trusts and leveraging assets with gold or silver
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Attention Seniors, Retirees, Veterans & Families
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Stone and Vine Urban Italian
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1035 W Queen Creek Rd # 103, Chandler, AZ 85248
April 8th 11:30am-1:30pm
April 10th 11:30am-1:30pm
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1809 E Baseline Rd, Gilbert,
AZ 85233
April 9th 11:30am-1:30pm
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Maximize Your
Benefits and Protect
Your Estate
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Seating is limited and reservations are required. Reservations must be booked in advance by calling:
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This invitation is extended to local veterans ages 50 to 85, seniors, and families of loved ones looking for financial planning, estate planning, and VA benefits. If married, spouses are urged to attend. There is no obligation and no products will be offered. The presentation and meal are complimentary thanks to United Senior Advisors Group, a Chandler, AZ Veterans Benefits specialist. If you can’t attend the seminar and would like more information, please call the presenter, William E. Bergh, at 480-339-7132 or visit www.usagrp.com.
1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”
2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers
– Americans’ Views of the Retirement Crisis.”
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