ALL UNION MEMBERS WELCOME!

California
Retirement Training
SMART Local 105
Saturday, June 9th 10:00 AM - 12:00 PM
2120 Auto Centre Drive, Glendora, CA. 91740

RESERVE YOUR SEAT TODAY!

ULTRA ESTATE PLANNING has been a leading provider of estate planning services to Union Members and Retirees. State Bar Certified Attorneys and Financial Planning Specialists utilize the latest in legal and financial planning tools to protect your estate from the government and market volatility.

We provide our clients personalized tax and financial analysis while maintaining our commitment to superior and friendly service. Jason and...
The Alzheimer’s disease is an illness that will affect 13.8 million Americans by the year 2025.  Since there is no...
PENSION MAX – MALE AGE 62 – NON SMOKER – EXAMPLE Step 1 In this example the 62 year old...
ULTRA ESTATE PLANNING will teach group members how to plan for retirement. Here are the issues that are solved by...
Retirement accounts through your union or employer are IRS qualified tax differed plans code 401A, 401K, 403B, 457 or supplemental...
Elder Abuse can take on different forms such as Financial, Emotional and Physical and research finds as much as 10%...
It is important to be proactive in your estate planning strategy; otherwise the government could be one of your largest...
YOU DO NOT HAVE TO SPEND DOWN YOUR ASSETS ON A NURSING HOME. YOU CAN ACCESS YOUR ENTITLEMENTS MEDICARE/MEDICAL TO...
In 1983 Congress passed legislation that up to 50% of your Social Security income could be taxed. That amount was...