Understanding Long-Term Care Planning (Virtual)

While Social Security and Medicare may be the most important topics of planning for one’s retirement, it is easy to forget about planning for the possibility of needing long-term care. Many pre-retirees are misinformed about their own vulnerabilities or risks and should not go into retirement without a solid plan for covering their late-in life care. This workshop will address the need to understand the unintended impacts not only on their own lives but also on the lives of their families and their estate plans.  The way to pay for such a need will also be discussed, from self-insuring to deciding on a fully insured program. Presented by Bill Greenfield from Wealth Bridge Advisory.

• Registration is required.
• This event will be hosted live on Zoom.
• Registrants will receive an email invitation the day of the event.