(May 22nd) The Greatest Financial Threat to Your Retirement Is… LTC Expenses (Sun Lakes / Mesa Area)

This workshop is NOT about purchasing Long-Term Care Insurance…  Instead, an educational luncheon on other solutions that are available to Arizona Residents to offset the costs of long-term care expenses.
Protect your assets, provide for your loved ones, and understand what happens when you die.
• Learn how an integrated Estate Plan and Financial Plan can save you thousands of dollars and protect your estate for your loved ones.
• Critical Legal Documents needed when you become incapacitated.
• How to best plan for Long Term Care (LTC) NOW.
• Have you analyzed if you can afford to be self-insure?
• What are the most overlooked components of LTC costs?
• How to pay for LTC costs.
• Steps you and your loved ones should take now to prepare for death and incapacity.
• How to preserve your wealth and plan for LTC.
• Do you know what type of LTC coverage is right for you?
• Are your legal documents up to date?
• Are your estate plan and financial plan working in a silo or are they integrated to achieve the best possible outcome upon incapacity and death?
• Will your estate plan and financial plan carry out your wishes after you pass away or become incapacitated?
• Learn how to preserve your wealth and protect your legacy.
• Our 4 step Legacy Preservation Planning Process will ensure your hard earned assets pass to whom, when and how you want.
• What decisions should couples make together in their financial plans to be prepared if the surviving spouse needs LTC?
• How do you determine which LTC facility may be right for you?
IronOaks Country Club (Map) –   Friends, family and neighbors are welcome.
RSVP by filling in form below, or email reservation to [email protected] or call 480-385-1700.