Asset Based long term Care

Specific topics to be covered:

 The Risk for Needing Care  The Financial Consequences  The Non-Financial Consequences  Funding Extended Health Care  What Medicare and Medicaid covers  The Asset Based Approach

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

the non-traditional LTC Solution

Registration Form:

Registration is required and space is limited!

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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