SUWANEE, Ga., September 16, 2010 –– Retiree’s and those approaching retirement are invited to attend an educational retirement and estate planning workshop hosted by The Lloyd Group, Inc., a retirement planning and asset preservation firm based in Suwanee.
The workshop will be offered Thursday, September 23, at 11 a.m. or 6 p.m. at the Bethesda Park Senior Center, located at 225 Bethesda Church Road, Lawrenceville, GA, 30044.
The event will be presented by Mark Lloyd, president and founder of The Lloyd Group, Inc. and host of “Focus on Your Retirement,” a weekly radio program devoted to helping retirees in the greater Atlanta area protect their assets.
During the presentation, Lloyd will educate attendees about how Roth IRA rules have changed for 2010 and how to convert a retirement from taxable to tax free. He will also provide timely information to attendees about how to protect their home from the state attaching unnecessary liens to recover nursing home expenses paid by Medicaid.
In addition, during the presentation, attendees will also learn how to receive veteran’s benefits for healthcare expenses, increase spendable income and receive income for life, as well as how to protect themselves from future estate taxes and manage an estate using the proper documents such as wills, trusts, living wills and power of attorneys.
Lloyd will also provide attendees with a complimentary copy of one of his books, Estate Planning Essentials.
Focused on providing clear and easy to understand financial education to the community, Lloyd is a Certified Estate Planner (C.E.P.) and a Registered Financial Consultant (R.F.C.). He offers more than 18 years of experience in all financial and insurance matters involving the soon-to-be retired and currently retired population.
All guests will be served lunch or dinner. The workshop is complimentary, but seating is limited. Reservations are required and can be made toll-free by calling 1-800-450-2737. To reserve a seat, those interested should call and leave their name and workshop they are planning to attend.
Founded in 1994 by Mark Lloyd, The Lloyd Group, Inc. serves the distinctive financial needs of those nearing retirement and those already retired. The firm is a member of the International Association of Registered Financial Consultants, Metropolitan Atlanta Better Business Bureau and The National Institute of Certified Estate Planners.
“Focus On Retirement,” a weekly radio show hosted by Mark Lloyd can be heard in Dalton on1230 AM WBLJ Saturdays at 9:30 a.m.; in Athens 1340 AM WGAU Saturdays at 11 a.m.; in Rome on 1470 AM WRGA Saturdays at 8 a.m. and in Gainesville on 103.7 FM WXKT Saturdays at 9:30 a.m. and Sundays at 7:30 a.m. To learn more about The Lloyd Group, Inc. please call 770.932.0387 or visit www.thelloydgroupinc.com.
Advisory services offered through Lloyd Advisory Services, LLC. The Lloyd Group, Inc. and Lloyd Advisory Services, LLC are affiliated. The Lloyd Group, Inc. is an independent licensed insurance agency.