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Many questions arise when planning for your financial future. Holy Redeemer Health System offers programs to help you sort through the mountains of information, while giving you the facts and helping you capitalize on the financial options available to you.
The following programs are FREE of charge and held at The Provincialate of the Sisters of the Holy Redeemer, 521 Moredon Road, Huntingdon Valley, PA, unless otherwise noted. For additional information, please call 215-914-4000.
Estate Planning:
April 4, 2006, 6:30 - 8 p.m. - Location: D'Youville Manor, 1750 Quarry Road, Yardley PA.
May 4, 2006, 1:30 - 3 p.m.
Why Titling is So Important
What is the Big Fuss About Probate
Taxes
Who wants what?
Federal-State-Income
Charitable Giving
Executors-Guardians-Trusts
Annuities: Commercial or Charitable
April 6, 2006, 1:30 - 3 p.m.
- What is an Annuity?
- How do Annuities work?
- How can Annuities help me?
Advance Healthcare Directives
April 27, 2006, 1:30 - 3 p.m.
What are Advance Health Care Directives
Who is in charge?
What is a Power of Attorney-When is it used?
Who gets my Living Will?
How do I protect what I own?
Retirement Planning and IRA Distributions
May 11, 2006, 1:30 - 3 p.m.
Review your current retirement income status with a knowledgeable finance professional and learn what to expect when the time comes to make withdrawals.
End of Year Tax Planning
Call for next available date.
At this seminar we will explore some steps you can implement to reduce your tax burden for 2006 including:
- Required Minimum Distributions
- Advanced payments
- Sale of property
- Stock Sales
- Gift Taxes
- Charitable Gift Annuities
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