Leigh Hilton and her staff specialize in Elder Law, Estate Planning, Probate, Planning for Children with Special Needs, and Medicaid Planning and Veterans Benefits. She has helped over 6,000 families protect the assets that they leave to loved ones from divorce, creditors, lawsuits and predators. She is the author of the book, "Who Gets Your Stuff When You Die".

Find more details here: Worried your Taxes will Increase? You're Probably Paying Too Much | Meetup

Join us for our September meetup! This will be in person and free of charge, but you must register so that we can order the lunch you want.

Did you know that the fastest growing segment of our population is octogenarians or people over the age of 80? Are you prepared to help your clients prepare for their healthcare and assisted living needs as they age? Come learn about the different types of senior living and their cost and payor sources. What does Medicare cover? Are there certain benefits for veterans and their spouses that will help with the cost of care? We will cover these topics and more next Thursday and you will leave armed with resources to help your clients and their parents. Presented by Michelle Appling.

REGISTER HERE

Alesia will discuss the qualifications for getting a reverse mortgage, what the advantages are as well as important information regarding what you and your clients need to know about the legal aspects and oversight by federal regulations. Reverse mortgages can be used to enhance case flow or potentially help in the purchase of the next home.

Find Details Here: June Topic: “From Frustrated to FOCUSED, and beyond to Fulfilled” | Meetup

Join us as we welcome special guest Debbie Peterson, Business Keynote Speaker, Career Growth Strategist.

In this highly interactive program, you’ll learn the 5 steps that give you clarity of direction on your way forward in your career and life. You’ll discover how to focus on the right opportunities for the right reasons while maintaining your momentum and results. Discover what it’s like to create success on your terms without sacrificing who you are in the process.

Details Here: June Topic: “From Frustrated to FOCUSED, and beyond to Fulfilled” | Meetup

The Archery Event is on Wednesday, May 26, from 2-4 p.m. The cost of the event is $20 per person and we will have drinks and snacks in addition to archery lessons and equipment. Please reserve your spot so that our instructor will know how many to prepare for. This is an outside venue.

PLEASE RSVP BELOW SO THAT WE RESERVE ENOUGH EQUIPMENT. 

The archery range and pro shop cannot be seen from the road. Set your GPS for Westlake Park at 600 Gross Road, Mesquite, TX 75149. Park by the tennis courts and walk across the bridge to the pro shop. Be sure to wear comfortable clothes, close-toed shoes and if you have long hair, put it into a bun or something similar. The phone number for the Westlake Pro Shop is 972-204-4970 if you need it.

May 2021 Archery Event (constantcontact.com)

Join us for our March meeting with Karry Ballinger, CLTC, LTC Planning Strategist. For those who know Karry, you know there is no one that know more about how to plan for healthcare in retirement. You also know she is a GREAT resource to our WIFS member and shares great ideas about how to make sure you are offering the best advice to your clients when it comes to this topic.

Click on the title to learn more!

Are your clients worried that their taxes will increase? Leigh Hilton, Estate Planning and Elder Law Attorney, will discuss creative legal ways for your clients to save on their taxes. These strategies include several life insurance and charitable planning strategies that will help your clients reduce their tax burden now and in the future. She will also be discussing how IRMAA creates a surcharge on retirement plan distributions and ways to reduce this surcharge.

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Join us as we welcome special guest and Practice Development expert Chelsie Hartline! We are talking goals, time management, and much more in this interactive planning session for 2021! This session is for those of us who want to thrive in 2021 and make it one of our best years ever.

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