Asset Based long term Care
Specific topics to be covered:
This workshop will review the impacts of needing care in retirement, both for the individual needing care as well as their family. We will identify cost effective ways to plan for charges from a long term care event not covered by your health insurance. These solutions will provide tax advantages, while guaranteeing benefits should you never need care.
Workshop
Registration Form:
Registration is required and space is limited!
An extended heath care event affects not just the individual who needs assistance, but also the ones they love . Therefore, we encourage you to invite friends and family members who will be concerned for your welfare in a time of need.
PRESENTED BY:
Jim M. Whelan, CLU, LIC President & Principal of Whelan & Company
Phone: 269.657.7064
Pamela Blodgett, Financial Consultant
Blodgett Wealth Management
Phone: (269) 492-1250