Brunch & LearnDo you own property or a valuable collection of antiques? If so, then you own an asset. According to Investopedia, an asset is a resource with economic value owned by an individual, corporation, or country that is expected to provide a benefit in the future. Assets can generate cash flow, reduce expenses, and increase the net worth of an owner. Individuals who invest in assets both create and maintain wealth.

Since not all assets are physical, here are a few examples of assets:

  • Property
  • Precious metals
  • Cash
  • Collectibles
  • Patents
  • Trademarks
  • Prepaid expenses
  • Equipment
  • Copyrights
  • Stocks
  • Bonds
  • Foreign currency

Assets are so crucial to an individual’s financial health, protecting them is critical! If you own any assets, join us on Friday, March 20th, for this month’s Brunch and Learn. Our guest speaker Wendy Mara, Esq., will be discussing the topic Protecting You and Your Assets with Estate Planning. This Brunch and Learn will take place at the Golden Corral on 225 Cypress Edge Dr., Palm Coast, FL. Learn with us from 10 a.m. to noon and enjoy a special menu that will be available starting at $3.99. Protect your hard work and future by joining us. RSVP fast; space fills up quickly! We hope to see you there!

Please, RSVP by calling 386-259-6722 or signup online.

If you would like to receive a copy of the Magazine, call 386-200-5444 or click Subscribe.

For information about any senior-related need, you may contact an Advisor by phone at 866-333-2657 (se habla Español), or by using Contact Us. Take an online look at our senior living magazine, Magazine. You can view the entire Directory of Approved Vendors at Approved Vendors and Partners.