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May 26, 2020

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“Getting your house in order” workshop Nov. 13

Features four Bluffton business professional organizations

Four Bluffton business professionals will offer a free “Getting Your House In Order” workshop this month.

Faith Investment Services, partnering with Fortman Insurance, Scott Basinger, attorney at law, and Neil Reichenbach, CPA, present workshops addressing basic questions about retirement, insurance coverage, taxes and similar subjects.

The workshop is at 7 p.m., Wednesday, Nov. 13, in the front portion of Faith Investment Services building, 101 N. Main St., Bluffton.

“Many of the questions cross the lines of specialty – affecting insurance and tax planning or impacting investments and estate planning – and we believe it will be especially helpful to have multiple experts in one room,” said Gary Reese of Faith Financial.

Some questions this workshop will cover:

  • Is my insurance coverage adequate?
  • When can I retire?  Will I have enough money to live on when I am no longer working?
  • What will happen tax-wise when I inherit Dad’s land or IRA?
  • Are there legal ways to give money to my children prior to entering a nursing home?
  • How do I sign up for Medicare or begin to navigate the world of Medicare supplements?
  • Should I be “in the market” if I’m on a limited income?
  • How should I leave money to my children or church or favorite charities?
  • What questions should I be asking that I don’t even know to ask?

This workshop is one evening, at 101 N. Main Street in Bluffton, in the front portion of the Faith Investment Services building. Note, this event is identical to the one offered in October. 

To RSVP for the workshop, call 419-358-4207 or email rzimmerman@cfdinvestments.com.