As we begin the year, it's time to re-evaluate your financial plan.
One item that often "breaks" a financial plan is a long-term care event which depletes assets that are creating income or are earmarked for legacy planning.
It's important for you...
To know your risks. What are the facts about long term care events? Will it affect me or someone I love? What are the statistics? What if I do nothing, is that ok?
To know your potential costs. What are the averages? What does this mean to me?
To know your choices. What are my choices for care? Can it be at home? What about Medicare? or Medicaid?
To know your options. Isn't that insurance too costly? What if I don't need it? How am I ever going to afford this too?
This is an informational event with consultation as needed available.
Date and Time
Wed, Feb 28, 2024
5:30p - 6:30p CST
Light refreshments provided, please let us know you are coming by registering, if possible, so we can plan for you. You are welcome to invite other guests as this is not a "client only event". There is ample parking around the building and in the garage. Please enter the building from either side and proceed to the elevators for floor 12. An event host or Security is typically available in the main lobby to assist, but if they are out on patrol, please call us at 214-540-5746. We'll greet you in the 12th floor lobby.