Reverse Mortgage and Tax Planning

Tuesday, Jun 21, 2011

6 p.m. 

 

Hoosier Heartland Financial Services Reverse Mortgage and Tax Planning 

Specializing in retirement income planning and asset protection 

 

Join us for an informational workshop hosted by Hoosier Heartland Financial Services with guest speakers, Hoosier Heartland State Bank's Trent Smaltz and Curran’s Tax's Rod Curran. Trent Smaltz can help to answer your questions regarding reverse mortgages, what they are, how they will benefit you or someone close to you, and how to apply. Rod Curran will help to answer your tax questions regarding reverse mortgages as well as tax planning in retirement years, IRS audits, and many others. 

 

Come and receive this beneficial information. 

Light refreshments will be provided. 

Please RSVP by calling Lana Buck at 765-361-3343