Nancy Burner & Associates, P.C. Presents: Teachers Retirement & Estate Planning Seminar

12 Research Way
E. Setauket, New York 11733
(631) 941-3434

Please join us for an educational presentation about the importance of Retirement Planning for Educators.

Topics to be discussed include:

•Understanding where you want to be at retirement and how you will achieve your goals

Exploring, optimizing and understanding the options your 403(b) , 457 options and other retirement accounts.

•Understanding the NYSTRS (NYS Teachers’ Retirement System) and Social Security; what you can expect and the impact on your retirement.

•Protecting your family and assets through life and long term care insurance. Determining what level of insurance meets your needs.

•Strategies for gaining control of your mortgage(s), credit cards, student loans and bills

•Revocable vs. Irrevocable Trusts: What is the difference and do you need either one?

•Learn How to Protect your Estate and Life Savings from the Cost of Probate, Taxes, and Long Term Care

•Discover Key Tools for Medicaid Planning- Learn what is possible

RSVP with Kris at (631) 941-3434 or by e-mail at