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:
info@acetaxandfinancial.com​

Office Address:
​7958 Irvine Ave NW

Annandale, MN 55302

Mailing Address:
PO Box 580
​Annandale, MN 55302
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, MN license # 9110. 
 Investment advisory services offered through HF Advisory Group, Inc., an SEC-registered investment advisor. Ace Tax & Financial and HF Advisory Group are not affiliated.