Broker Check
23 Sept
The importance of having a Long-Term Care Plan


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:
  • 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


Your computer or smart phone


Event Registration