Upcoming Seminars

Homeland Estate & Financial Services conducts retirement planning seminars for seniors and those approaching retirement.

Informed retirees are finding new ways to help take back control and enjoy their lives more through this wonderful, free educational dinner seminar. Find money falling through the cracks and redirect those dollars to vacations, entertainment, grand-kids, medical expenses, living expenses, charity—whatever you desire.

You’ll discover…

• How to insulate yourself from an uncertain global economy.
• Misconceptions that your advisors may have not have explained.
• A strategy to transfer your assets from a taxable environment to one that generates non-taxable retirement income.
• How to increase your income and lower taxes.
• And, much more.

Homeland Estate & Financial Services conducts estate planning seminars for individuals and families who are interested in protecting and passing their estates to their heirs with the least effort and cost possible.

Over the last 15 years we have installed and managed over

450 revocable living trusts in NC, SC and VA

You’ll discover…

• Why a simple will is not enough
• Why you want to avoid probate
• How to maintain control
• How to best protect your assets

This informative one hour session is designed to help you plan how to take your Social Security Benefits so you can receive the maximum benefits possible given your personal situation.

Regardless of your ability take advantage of some particular claiming strategies, Social Security is still the most effective weapon in your tool box to deal with the 3 major pitfalls in retirement: 

LONGEVITY, INFLATION AND TAXES.

We are experts in optimizing Social Security benefits in retirement so you never run out of money, you stay ahead of inflation and you minimize your taxes.

• We Also Cover What You Need To Know
• When Applying For Medicare
• And Other Government Benefits

All of our staff are Certified in Social Security Claiming Strategies and are ready to help you.