Ace Tax and Financial
  • About Us
  • Our Services
    • Tax Services
    • Investment Management
    • Insurance Services
  • Request an Appointment
  • Educational Workshops & Events
  • News / Blog
  • Contact
  • Our Services
  • Educational Workshops

EPPIA Senior Resource Fair

5/23/2019

0 Comments

 
Eden Prairie Professionals in Aging
Featuring: Richard Leider
Nationally renown Author and Global Key-note Speaker
"Life Reimagined"

Thursday, May 23, 2019
Noon - 3:00 pm
Pax Christi Church
12100 Pioneer Trail
Eden Prairie, MN 55347
​952.941.3150
0 Comments

Alternatives to Traditional Long-Term Care Insurance

5/14/2019

0 Comments

 
70% of people over age 65 will need some type of Long-Term Care
We will cover:

Ways to pay for long-term care tax-free under the Private Protection Act
How your Required Minimum Distributions may be leveraged to pay for long-term care coverage
If you currently own an annuity, you may be eligible to withdraw tax -free dollars to pay for long-term care expenses
Hybrid insurance products available as an alternative to traditional long-term care insurance
How to take advantage of passing on the premiums and coverage not used for long-term care protection to your heirs

Tuesday, May 14, 2019
Two sessions:
  • 10:00 - 11:00 am
  • ​ 6:30 - 7:30 pm
Rockford Community Center
7600 County Road 50
Rockford, MN 55373
763.477.5294
 





0 Comments

    Sharyl Schultz

    Under Construction

    Archives

    February 2020
    January 2020
    June 2019
    May 2019
    March 2019
    October 2018

    Categories

    All

    RSS Feed

​Ace Tax & Financial

Office Telephone:
952-999-4760

Office Fax:
952-229-8343
Email:
[email protected]​

Office Address:
​45237 W Norris Road
Maricopa, AZ
​85139

Mailing Address:
PO Box 867
​Maricopa, AZ
85139
Ace Tax & Financial BBB Business Review
Privacy Policy
Ace Tax & Financial offers tax review and related tax service as well as insurance or annuity products
​through Sharyl  Schultz, CLU, AZ License # 6968632
 Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. SEC Registration does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. Some Investment Advisor Representatives of Redhawk may market their advisory services under the name of Ace Tax & Financial, an unaffiliated and separate legal entity. All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a professional before implementing any investment strategy.  
This message is intended only for the personal and confidential use of the designated recipient(s) named above. If you are not the intended recipient of this message you are hereby notified that any review, distribution, or copying of this message is strictly prohibited. Please reply to the sender immediately, stating that you have received the message in error, and then delete this e-mail. All emails to and from this email address are monitored, stored, and made available to regulators if requested.  
Please do not send time-sensitive requests or action-oriented messages, such as trade requests to buy or sell or any other transaction related request without first contacting us via telephone or in person.