Matt Martinez Invites You

to a complimentary lunch

Wednesday

October 10th

11:30AM-1:00PM

Thursday

October 11th

11:30AM-1:00PM

Tommy Bahama Restaurant and Bar (located in Kierland Commons)
15205 N. Kierland Blvd.
Scottsdale, AZ 85254

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About Matt Martinez

Matt Martinez III is a graduate of Arizona State University with a Corporate Finance degree. He started his career at Prudential Financial Services in 1987 and worked his way up the corporate ladder by becoming the youngest Managing Director. He then opened his own firm, becoming an Independent Financial Advisor with the ability to educate his clients and bring the most appropriate product, investment managers, and insurance for their specific situations. As a Financial Professional Advisor, Matt stays current on products, strategies, industries, and economic trends in order to add value to his clients and professional relationships.

At This Meeting You Will:

See ways you may pay for long term care using tax-free dollars under the Pension Protection Act.

Discover ways the funds in your IRA may be used to pay for long-term care expenses.

Hear about ways to avoid common mistakes when considering long-term care costs.

If you currently own an annuity, explore ways through the Pension Protection Act you may be eligible to withdraw tax-free dollars to pay for home care, assisted living or nursing home care.

If your loved one is a qualifying veteran, discover possible strategies to help them receive up to $25,525 each year tax-free to pay for long-term care.