FORBES BEST IN STATE WEALTH ADVISOR AEGIS FINANCIAL is now offering a FREE Lunch & Learn at your office! With a complimentary lunch, we will provide you with a presentation on any of the following topics and more!

Social Security

Answering Questions on Social Security Benefits:

Claiming Social Security benefits usually is preceded by numerous questions. When to file? Can we still work while receiving benefits? What if my spouse died? How does my recent marriage or divorce affect my benefits? This seminar seeks to shed light on those questions and is specifically geared toward individuals aged 60 to 70 years old.  

Roth Conversion to Reduce Taxes Over Lifetime

Why would I ever want to pay more tax now than I have to? Roth conversions are a very popular tool currently. Have you wondered what Roth conversions are or why many people are talking about them? Would they solve problems in your financial plan? What factors should you consider when figuring out how much, if any, of a conversion to complete? Join us for this seminar as we define Roth conversions, discuss why they are such a popular decision right now, examine the factors that go into the decision regarding conversions, and highlight several of the problems they can solve in your financial plan.

Charitable Giving Strategies

As financial planners, one of our favorite actions is to help charitably inclined individuals gift dollars in the most tax-efficient manner possible. Tax-efficient giving helps maximize the amount of money that is directed to local charities while keeping the most money in generous individuals’ pockets. Please join us as we discuss strategies including Qualified Charitable Distributions, Donor Advised Funds, Charitable Trusts, and more.

Long-Term Care

Approximately 70% of individuals over the age of 65 will require some form of

long-term care. With the costs of a nursing home stay of approximately $10,000

per month, long-term care can devastate a financial plan if not accounted for with proper planning. This seminar seeks to educate on the different forms of long-term care and highlight planning options for funding long-term care expenses.

Retirement Plans for Small Businesses

Preparing for retirement can be stressful and daunting, you could be asking yourself many questions such as: “Will I have enough to retire?” “How will I replace my paycheck?” “How will I minimize taxes and protect my benefits?” “Will my money last?” and more. FORBES BEST IN STATE WEALTH ADVISOR AEGIS Financial understands the weight of Financial Planning especially for retirement and is here to help you answer those questions and give you Peace of Mind.

Want to learn more about AEGIS Financial?

Check out our website!

AEGIS Financial (AEGIS) is an investment advisor registered with the SEC. The information provided should not be relied upon by the viewer as legal or tax advice, or research or investment advice regarding any investment, nor should it be construed as a solicitation or recommendation to purchase or sell any stock, bond or other security. Considerate efforts are made to provide a balanced presentation and a sound basis for evaluating content, however, unscripted presentations do not always lend themselves to a full and fair discussion of all the material facts an investor may want to consider before investing. All items in this presentation have been previewed by a qualified supervisor at AEGIS to avoid unqualified, promissory, exaggerated, unwarranted, or misleading statements or claims, including promises of specific future returns or projections of investment performance. 

*The Forbes Best-in-State Wealth Advisors 2024, 2023, 2022 and 2021 ranking, developed by Shook Research, is based on in‐person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, review of compliance records, community involvement, firm nominations, and quantitative criteria, including: assets under management and revenue generated by the firm. This rating is based on the period from 6/2022 to 6/2023 for 2024 Award, 6/2021 to 6/2022 for 2023 Award, 6/2020 to 6/2021 for 2022 Award and 6/2019 to 6/2020 for 2021 Award and are released on the following April each year thereafter. The Forbes Best in State Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s).