Upcoming MAM Seminars

Posted on September 21, 2012


Dear MAM Client,

We have set the dates and times as follows for the two seminars that will be held in our office (there will be an early afternoon and evening session for both):

How to Plan for Long-Term Care Seminar: Thursday, 10/11 at 1 pm and 7 pm

As many of you know, we’ve retained the services of Allen Hamm, a recognized expert in the area of planning for long-term care. He’s the author of the book How to Plan for Long-Term Care (of which complementary copies will be offered at the seminar). During the seminar, Allen will provide information that will help you understand the options available to you for planning for a potential long-term care need. He’ll explain what the government does and does not cover, and what you can expect from Medicare. Once you understand your options, you’ll be able to choose the most appropriate LTC planning option with a LTC Plan that Allen will create specifically for you.

Allen will also discuss a new service he is also offering at no cost to MAM clients. For those approaching the age of Medicare eligibility, Allen will help you understand how Medicare works, when and how to apply for coverage, and whether or not you should own a Medicare Supplement insurance policy, and if so, which Plan.

Living The Savvy Life Seminar: Thursday, 10/25 at 1 pm and 7 pm

We have also retained the services of Melissa Tosetti, a financial lifestyle expert and author of the international best seller Living The Savvy Life. Two of your most valuable assets are Time and Money. During her seminar, Melissa will teach you how to streamline your daily, weekly, and monthly tasks allowing you to add hours to your day and keep more money in your pocket. Melissa will show how to get out of the Reactionary Mode that drains your time, energy and wallet. You’ll learn to create easy-to-implement habits and routines around everything from grocery shopping to gift giving and more. You’ll also learn how tools such as your calendar and a Spending Book will help you Get and Stay Savvy!

For those who are not able to attend the seminars, we will be offering the following webinars:

How to Plan for Long-Term Care Webinar: Thursday, 10/18 at 7 pm

Living the Savvy Life Webinar: Tuesday, 10/30 at 7 pm

. If you are interested in attending either of the seminars or the webinars. Please let us know by emailing Steve@mamportfolios.com or use the “Contact Us” form:

· which seminar you would like to attend (you are welcome to attend both)

· which time

· and how many will come with you (space permitting you are welcome to bring family members and guests).

Light refreshments will be served at the seminars.

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