By /

Plan for long term care, leave a legacy for your loved ones and retire easy.

Can you achieve all this while earning tax-free money at the same time? It is possible, but there are specific requirements for this to happen. Join us to learn more at our webinar:
"Long-Term Care, Your Legacy & Tax-Free Retirement Options"
Pick the day that works for you: July 14th at 6:30pm or July 15th at 4pm

Join Dan Orfin as we discuss tax-free income options for retirees and how to leverage them in your long term care, legacy and retirement plans. In this no-cost, no-obligation webinar, we’ll discuss:

Implications of Taxes In Retirement

  • What happens to your retirement income if taxes go up?
  • Current tax laws: how they could impact your legacy
  • 401(k), IRA, and other retirement accounts 
  • Planning properly for long term care

Tactics For a Tax-Free Income

  • Financial products that may provide LTC options
  • Insurance VS.Investments: how the rules differ
  • Key factors in choosing a retirement strategy
  • Maximizing your retirement income

Benefits of Various Retirement Strategies

  • Protecting your money while it grows
  • How to provide tax-free income for your beneficiaries
  • Eliminating the need for probate
  • How to add flexibility and tax-free liquidity to your portfolio

Why Proper Income Planning Matters

  • How taxes can change your overall retirement picture
  • Possible ways to enhance your income
  • Ways to protect and grow your money
  • Can you retire worry free? 

This session is offered exclusively by Orfin & Associates. Register now to reserve your spot or call us at
(248) 918-5100 to sign up. Events will be held on July 14th at 6:30pm or July 15th at 4pm. All registrants will receive an email with instructions on how to attend live.
Get informed and learn your options now. Looking forward to “seeing” you there!

WHAT'S YOUR Strategy FOR YOUR FUTURE?

Whether you’re looking for protection for your family, have questions about retirement, or simply want to learn more about financial and insurance options, we’re here to help. We are straight-forward, honest, and dedicated to your retirement and financial success. Let’s work together towards your future.

=
Logos Orfin Mi Pro WM vertical.png
Contact Information
  • (248) 918-5100
  • 363 W Big Beaver Road, Suite 200
    Troy, MI 48084
  • MI Ins Lic# 3227428
Our Services

Site Map

Copyright © 2025 Dan Orfin & Associates

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

 

IMPORTANT CONSUMER INFORMATION

 

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

 

Daniel Orfin, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Orfin & Associates and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Orfin & Associates, License: MI  #3227428; AZ  #3227428; IN #584455; KY #DOI-674896; NV #3594019; OH #642309; PA #553972; VA #984455.

Scroll to Top