top of page
R.M. Neilio & Associates
Join Us
at
Atkinson Resort & Country Club
85 Country Club Dr., Atkinson, NH 03811
Wednesday
May 23, 2018
6:00 PM
for Our Informational Dinner Seminar:
30 MINUTES for 30 YEARS
Presented by Robin M. Neilio, Sr., ChFC, AEP
In collaboration with R.M. Neilio & Associates, Fiscal Advisors
Presented by Robin M. Neilio, Sr., ChFC, AEP
In collaboration with R.M. Neilio & Associates, Fiscal Advisors
This 30 Minute presentation will be of interest to people already retired, or those planning to retire in
the next few years. Information is a valuable tool; come learn how decisions you make now could affect
your life for the next 30 Years.
the next few years. Information is a valuable tool; come learn how decisions you make now could affect
your life for the next 30 Years.
(Complimentary Dinner to Follow Presentation. Space is limited. Call us at 603.329.4305 to reserve your seat.)
TOPIC HIGHLIGHTS INCLUDE:
- Why changing financial philosophies & behaviors in retirement is important.
- Major tax changes for 2018 and how they may affect you.
- How the current economic environment could affect your retirement.
- Elder Care Planning and its importance for you and your family.
- Estate Planning: More than having a Will or a Trust
- Distribution of Assets vs. Transfer of Assets: Why it matters.
Join us for this free, informative presentation. There is no sales pitch, no 'catch', and no obligation. We encourage you to schedule a free 1-hour private consultation with us to discuss your own financial concerns and how we may be of help.
We look forward to meeting you.
Sincerely,
Robin Michael Neilio, Sr.
PhD, MSFS, ChFC, AEP
PhD, MSFS, ChFC, AEP
bottom of page