SUMMIT to SECURITY
What past attendees say
“I was shocked to learn that only having a will is nearly a surefire way for my family to end up in probate. Very, very valuable information. Thanks, Crystal and Andre’!” C. Rodriguez-McKinney, TX
“Knowing I never have to worry about my income again is a peace of mind that can’t be explained.”-S. Canton-Celina, TX
“Medicare went from chaotic to clear. Thank God!” P. Lawless-Prosper, TX
The plan for the morning (9:00–12:00)
9:00
9:05
9:50
9:55
10:35
10:40
11:30
12:00
Why this morning could change your retirement
Getting Medicare + income + estate right now can save you and your family stress and money later.
We’ll show how to lock in essential income so your lifestyle isn’t at the mercy of volatility.
Learn how the right trust may help your estate transfer privately and efficiently.
We’ll simplify choices so your doctors, prescriptions, and budget actually fit.
What you’ll learn (in plain English)
Take-home bonus: Estate & Beneficiary Checklist (will/POA/trust funding prompts) + Medicare Plan Fit worksheet + Retirement Plan Diagnostic sheet
When a revocable living trust makes sense (and when a will isn’t enough).
Finding the match without the maze; avoid common enrollment mistakes
How to create an income floor you can’t outlive, then invest the rest with confidence.
See how the pieces click together visually
Reserve your seats
Save My Seat (Free)
You’re 60–75 (or love someone who is) and want clarity on these topics.
You’ve saved diligently but worry about outliving your money or withdrawing during a downturn.
You want your estate to pass smoothly and privately to the people you love.
You prefer independent, A-rated carriers and straight talk over sales hype.
Your hosts
Why now
Medicare windows don’t wait, and IRMAA is assessed annually.
Plan while you have options; don’t react in a panic.
Getting trusts and beneficiaries right today avoids tomorrow’s headaches.
DID YOU KNOW?
- Nearly 1 out of every 2 retirees run out of money during retirement
- Estimates show Social Security lost ~20% of purchasing power since 2010, pushing more older adults back to work
- BLS projects nearly 30% of those 65–74 will be working by 2034, often from necessity, underscoring the appeal of guaranteed lifetime income to reduce dependence on earned wages.
- The trust fund reserves used to pay social beneficiaries are projected to become insolvent in 2035
- About 1 in 5 Medicare beneficiaries (19%) are underinsured
- In 2022, out-of-pocket health spending equaled 39% of the average Social Security benefit per Medicare beneficiary.
- An analysis reported that up to 95% of Part D enrollees overspend—often by thousands per year—because they’re not in the optimal drug plan for their medications.
- For 2026, the average beneficiary will have 32 Medicare Advantage (MAPD) plans to choose from
- There were just over 3,000,000 deaths in America in 2024. There were over 2,600,000 probate cases.
- In 2025, just 24% of adults report having a will and only 13% a living trust. That means the vast majority are set up for court involvement by default.
- Own a second-state vacation home? You may trigger ancillary probate in each state—duplicating time and cost that a funded revocable trust can avoid.
- The Senate Aging Committee cites ~1.3 million adult guardianships overseeing ~$50 billion in assets—another reason to pre-select your decision-makers via trust/POA.
2,471 Reviews
FAQ
No. It’s an educational briefing. We’ll offer a no-cost, private follow-up if you want a personalized analysis.
We’ll explain how strategies work (e.g., income flooring with annuities) and when they may be appropriate. Any specific recommendations only happen in a separate, optional meeting.
No. “Not affiliated with or endorsed by Medicare, CMS, or any government agency.”
Optional: list of prescriptions, doctors, and beneficiary names. We’ll give you worksheets.
Educational event. Not affiliated with or endorsed by Medicare, CMS, or any government agency. Insurance and financial products may be discussed. Guarantees, when referenced, are backed by the claims-paying ability of the issuing insurer. Not legal or tax advice; consult your attorney or tax professional.
