
23
Sept
The importance of having a Long-Term Care Plan
Description
I know your watching the market and wondering - like so many - "Will I be OK?" Living longer has changed financial planning and it's important to consider the possibility of a long term care event that has the potential of blowing up your retirement plan and causing undue stress on you and your family.
I have put together an exclusive virtual session with my partners at Ash Brokerage to talk through important considerations such as:
If you would like to request a personal virtual meeting as please let me know and I will be happy to arrange that for you.
I have put together an exclusive virtual session with my partners at Ash Brokerage to talk through important considerations such as:
- Why long-term care planning as about more than money
- The importance of a written estate plan
- Understanding the limitations of Medicaid and Medicare
- Considerations and goals when choosing a funding source and insurance options
If you would like to request a personal virtual meeting as please let me know and I will be happy to arrange that for you.
Date and Time
Wed, Sep 23, 2020
3:00p - 4:00p PST