Legacy Planning Services, LLC

04/18/2022

Medicare - Turning 65...What Now? 04/19 @ 10:00AM or 7:00PM

Event Details:

Tuesday, April 19, 2022 at 10:00 AM and 7:00PM

In the comfort of your own home!

Understanding and making sense of your Medicare insurance choices doesn't have to be so difficult. During this 40 minute webinar you will learn:

1. What is Medicare

2. Who's covered by Medicare

3. What Medicare does/does not cover

4. What's the difference between a Medicare Advantage and Medicare Supplement Plan

5. Part D Prescription Drug Plans

6. Medicare benefits for Veterans

7. How you can receive FREE help choosing a plan that's right for you!

Pre-Registration is required for this educational webinar.

CLICK HERE to Join the Webinar LIVE - April 19th @ 10:00AM

CLICK HERE to Join the Webinar LIVE - April 19th @ 7:00PM

This webinar is being Presented by:

Legacy Planning Services, LLC

Sarasota, Florida

941-706-3500

At Legacy Planning Services, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level via Medicare, Medicap plans, and more!

03/04/2022

Just in case you missed Part 2 "Pass It On - Estate Planning Basics"

03/03/2022

Part 3 Retirement Planning Webinar Series- "Navigating Your Social Security"

Featured Presenter: Alan Roman, JD, LLM, ChFC, CLU
Thursday- March 3rd @ 7:00 PM
Saturday- March 5th @ 10:00 AM

Join us to learn what baby boomers need to know to help maximize retirement income!

Thursday, March 3, 2022 @ 7:00PM - 8:00PM

Join Zoom Meeting:
https://us06web.zoom.us/j/81161202928?pwd=K0NrSm5mUTRwWUtrUzNQUDBIWDVtdz09

Meeting ID: 811 6120 2928
Passcode: jcadm5

Saturday, March 5, 2022 @ 10:00AM – 11:00AM

Join Zoom Meeting:
https://us06web.zoom.us/j/85796583292?pwd=ZHRUZlpDdVRwazB3eG1ibmYwdkMvdz09

Meeting ID: 857 9658 3292
Passcode: aE3QU1

02/24/2022

Part 2 Retirement Planning Webinar Series- "Pass it on - Estate Planning Basics"

Featured Presenter: Alan Roman, JD, LLM, ChFC, CLU

Thursday- February 24th at 7:00 PM
Saturday- February 26th at 10:00 AM

Don't miss this informative planning series to help you become proactive in exploring your estate planning options in retirement!

Check out the latest community post from one of your neighbors. (The views expressed in this post are the author’s own.)

02/10/2022

Our Founder & President, Christopher Graham is hosting a 4 part retirement planning webinar series you won't want to miss!

This series is designed to enlighten and help you become proactive in exploring your Medicare, Estate Planning and Social Security options in retirement!

To register email us at: [email protected]

-Let us know which webinar (your preferred date and time) you wish to attend.
-We will email you a link to the webinar within 24 hrs of your request.

01/27/2022

We see establishing a well thought out and structured estate plan as a critical component of our client’s overall wealth planning strategy.

The first step in the estate preservation process is organizing your financial affairs. At Legacy Planning Services, LLC we have developed a proprietary data sheet called the Legacy Asset List. The Legacy Asset List was developed to help our clients while living (and heirs after their passing) to keep an accurate accounting of all financial assets. The Legacy Asset List has proven especially invaluable to loved ones when the time comes to settling their departed family member’s estate.

Ask us about how to start preserving your financial legacy today!

www.legacy-services.com
(941) 706-3500
[email protected]

01/27/2022

Are you aging into Medicare?

There is a 7 month window in which you must enroll without incurring a penalty. This is called your Medicare Initial Enrollment Period. This time frame is 3 months before your 65th birthday, the month you were born, and 3 months after your 65th birthday.
We recommend you apply immediately when you first become eligible.

Contact us today to get a free quote from one of our licensed agents. Our experts will compare over 30 Medicare quotes from insurance companies in your area to provide competitive Medicare rates, free of charge!

www.legacy-services.com
(941) 706-3500
[email protected]

Welcome to Legacy Planning Services, LLC

For over four decades the professionals at Legacy Planning Services, LLC have been advocating for individuals, like yourself, by providing unbiased client needs based insurance & retirement solutions.

01/27/2022

Our Process At Legacy Planning Services, LLC

A strong process is the best way to create a more financially secure foundation. It is crucial to create a financial strategy that seeks to protect your needs now, and your plans for the future. It is our goal to assist you to build a solid financial structure designed to stand the test of time and that provides opportunity for growth and more wealth for you and your family. We follow a carefully guided 4 step process which is developed to provide you with a level of service to exceed your expectations.

1. Discovery 2. Organize 3. Implement 4. Monitor

01/27/2022

Medicare ABC's

Are you trying to decide about your Medicare health plan option? Do you need a Medicare Supplement or a Medicare Advantage plan? What is Part D? Do you need Medicare Part B if you’re covered by an employer’s group plan?

Medicare Supplement plans and Medicare Advantage plans are not complementary, so it’s important for you and our skilled agent to understand which type of policy makes sense for you.

Helping people make educated and empowered decisions about their Medicare health plan options is what we do! For almost 40 years, it has been our mission to connect our clients with suitable insurance solutions that fit within their budget. We thank you for the opportunity to help you make sense of the Medicare ABC’s and look forward to helping you decide on a plan that’s right for you!

Click the link below to get a FREE quote from one of our licensed agents:

Whether you plan to retire or not, one thing is certain....you’ll need money, and not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Freedom Trail Financial, we help you establish a plan that if followed, will ensure you don't outlive your money.

01/27/2022

Welcome to Legacy Planning Services, LLC

For almost four decades the professionals at Legacy Planning Services, LLC have been advocating for individuals, like yourself, by providing unbiased client needs based insurance & retirement solutions.

Contact us today for a no-obligation financial review!

www.legacy-services.com
​Phone: (941) 706-3500
Email: [email protected]

At Legacy Financial, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting,