With the economy and tax rules constantly changing, you must consider retirement in a new light.

It’s never too early to plan for retirement and if you are already retired or close to retirement, you need to know about how to produce a tax-free retirement income check that you can never outlive.

In our TCU Trust Services workshop, we will discuss the new tax free retirement income options, Social Security maximization and the Medicaid and estate planning changes that will impact your “golden years”.

• How to create financial security so you can Retire with Confidence.
• How to avoid the top seven estate planning mistakes
• How to preserve your net worth in case of a long term care catastrophe

TCU Trust Services has partnered with elder law attorneys of the law firm of Beers Mallers Backs & Salin for this informative workshop.

Presented by Waylon Peterson, CFP®, CTFA, Sr. VP, TCU Investment, Trust, & IRA Services & Wayne Walston & Dan Leininger, local Elder Law Attorneys in Warsaw

Hosted by the Warsaw TCU Service Centers

Thursday, April 29, 2010, choose from two convenient times: 1:00-2:30 light luncheon or 6:00-7:30 light evening dinner

Location: Ramada Plaza, 2519 E. Center St. Warsaw, IN. Atrium Room

Seating is limited so please reserve your seat no later than Friday, April 23rd by calling Cassie Hart at (866) 224-5354 or (574) 267-3150 ext. 5822.

This information is not designed, meant, nor does it constitute the rendering of legal advice. You should consult with an attorney and tax advisors before implementing any strategy discussed here. Trust Services Provided by MEMBERS Trust Company Trust products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principle.