[EVENT] Fall Roadshow: Lunch and Learn – Cedar Rapids, IA from OneAmerica
Wednesday 09/21/2022 at 11:30 am - 1:30 pm CDT
OneAmerica is hosting a Lunch & Learn to assist you with your Extended Care Planning. This is a great way to jump start 2023.
Join us for a 90-minute Lunch & Learn at the Black Sheep Social Club in Cedar Rapids. I will share with you four case studies on how our Care Solutions Suite worked for the client. My guess is that you have client’s in your book of business that look just like these:
Business Owners – Using the business checkbook and tax deductions
Buy 95 and invest the difference. If your business model is assets under management, you will love this case.
Using IRAs to fund the extended care plan.
Put new life in those old non-qualified annuities. Moving from tax-deferred to tax-free.
We look forward to seeing you there. Feel free to share this with a friend or colleague. Space is limited so please reserve your space now!
Location Black Sheep Social Club 600 1st Street SE Cedar Rapids, IA 52401
OneAmerica is hosting a Lunch & Learn to assist you with your Extended Care Planning. This is a great way to jump start 2023.
Join us for a 90-minute Lunch & Learn at the Black Sheep Social Club in Cedar Rapids. I will share with you four case studies on how our Care Solutions Suite worked for the client. My guess is that you have client’s in your book of business that look just like these:
We look forward to seeing you there. Feel free to share this with a friend or colleague. Space is limited so please reserve your space now!
Location
Black Sheep Social Club
600 1st Street SE
Cedar Rapids, IA 52401
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