Invitation
ESTATE PLANNING AND SOCIAL SECURITY
ARE YOU IN CONTROL?
HOSTED BY PRUDENTIAL
Enhance the Legacy of Your Assets
This workshop will help you
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Maximizing Social Security income for you and your spouse
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Understanding the impact and potential costs of starting Social Security benefits before your full retirement age
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Strategies to help reduce taxation of Social Security benefits
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Basic estate strategies
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Wills, trusts and financial and health care powers of attorney
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The important of naming beneficiaries
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When you should consider a retirement approach that uses a trust
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The value of life insurance in estate and retirement strategies
HOSTED BY: Prudential Advisors Basking Ridge, NJ
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June Wang, Financial Planner
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Gary Woodward, Regional Vice President
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Salvatore Spagnuolo, Financial Planner
There is no cost to attend, but reservations are required as seating is limited
Please select a convenient session:
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03/06/2025
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03/12/2025
Time: 6:30 PM
Location: 100 Route 22 West, Green Brook, NJ 08812
Chengdu 1 Place
Call: (877) 521-2839
Online: www.youRSVP.com
and enter code: HAPPEH
@2025 PRUDENTIAL FINANCIAL, INC, AND ITS RELATED ENTITILES
(908) 754-7000
There is no cost or obligation to attend this dinner presentation
Determining if a Financial Plan Can Be of Value to You
Creating a path to a successful financial future can be difficult. All of your financial needs are part of a big, interrelated picture. As a Financial Planner, I can look at your situation and help you with the following:
Fee Based Financial Planning
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Tracking income and expenses
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Determining net worth
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Establishing an emergency fund
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Business Planning
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Charitable planning
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Education planning
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Estate planning
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Fundamentals
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Insurance
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Investment
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Taxes
Investment planning
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Reviewing your experience and attitude about money and investing
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Assessing your risk tolerance, including identifying your biggest concerns about investing
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Developing an asset allocation strategy for each accumulation goal
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Determining investment vehicles that best match your tolerance for risk and time horizons
Business Planning
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Small business owners
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Executive compensations
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Profit Sharing
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Buy-Sell agreements
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Key person insurance
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Group health plan
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Group disability plan
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401(k) and 403(b)
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Business continuation continuations
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Employer sponsored plans
College Planning
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identifying ways to reduce family's out-of-pocket college costs
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helping parents saving retirement
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understanding parent's financial aid eligibilities
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comprehensive college planning and funding strategies that can help families save on and not just for the cost of college, irrespective of their income level.
Retirement planning
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Estimating retirement income and expenses
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Determining the amount of money you need to save to meet your future retirement income goals
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Estimating the value of government programs
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Identifying tax strategies to help minimize tax liabilities
Estate Planning
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Helping to ensure your family's ongoing financial needs will be met if you die
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Helping to meet your financial needs in the event that you become disabled or need special care
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Planning for continuing your business
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*Trust and Wills
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*Trust Services
Presented by Tamala Francis,
Founder & CEO at Francis & Co.
If you're like most people, you've taken some steps to reach a few of your financial goals. Do you know if you're going about it the right way? Most of us don't have:
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The ability to distance ourselves from immediate concerns and take a long-rang view of our financial goals
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The knowledge to know what strategies are best
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The time we really need to look at all the possible solutions
A Holistic Approach to Financial Planning
A holistic approach to managing your finances takes your financial goals and dreams into account first. Then together, we embark on a journey to help you develop an integrated financial plan to realize those dreams.
It's my mission, as a Financial Planner, to help you reach your short- and long-term financial objectives through the development of your plan, with me, you will have more confidence in knowing your next step is helping you move along the path towards financial security.
In this webinar we will cover
