AUBURN HILLS, Mich., February 8, 2010 — Retired veterans and their families are invited to attend an educational seminar titled “VA Benefits: What you need to know” hosted by wealth advisor George Wells, the president and founder of Legacy of America, Inc., a retirement planning and asset preservation firm based in Auburn Hills.
The seminar will be offered at 5:30 p.m. on Thursday, February 25, at Sunrise Assisted Living of Rochester.
Wells created the “VA Benefits: What you need to know” workshop after discovering that many wartime veterans are unaware that they may qualify for the Aid and Attendance benefit, a tax-free pension from the Veterans Administration to help veterans and their surviving spouses cover the costs of in care assisted living facilities. In order to be considered for eligibility, a veteran must have served duty for 90 days or more, at least 1 day in active wartime and be over the age of 65. Veterans with spouses who meet the requirements are entitled to a monthly pension of up to $1,949, single veterans $1,644 and surviving widows of veterans $1,056.
During the presentation, Wells will educate attendees about information regarding the Aid and Attendance benefit and provide helpful advice for veterans and their families to determine eligibility, as well as provide specific directives about how to obtain it. Wells will also discuss little known tax rules for 2010 and how they may impact certain individuals.
“The selfless devotion of veterans to our country has allowed us to experience the great freedom we have today,” said Wells. “To thank them for their dedication, it is my mission ensure that veterans and their families have the necessary guidance and information regarding VA benefits and how to obtain them.”
Through a network of committed professionals, Legacy of America, Inc., provides clients with solutions through education in regards to individual retirement accounts, potentially avoiding probate and estate taxes, assisted care solutions, asset protection, wealth management, and income strategies.
The seminar is complimentary, but seating is limited. Reservations are required and can be made toll-free by calling (800) 581-6855. Sunrise Assisted Living of Rochester is located at 500 East University Drive in Rochester 48307.
To view and download a photo of George Wells, please click below.
George Wells, founder and president of Auburn Hills-based Legacy of America, Inc. is one of the nations leading experts on IRA planning. Wells is a financial advisory specialist who is frequently called on by local and national public media for his expertise in retirement planning. He frequently holds educational programs for consumers and professionals to teach the “little known rules” about asset protection and retirement planning. To learn more, please contact Legacy of America, Inc. at 1-800-581-6855 or visit www.legacyofamerica.com.
Investment Advisory Services offered through Brookstone Capital Management LLC, an SEC Registered Investment Advisor.