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!

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