Long Term Care Lunch & Learn
Take Control of Your Future and Preserve Your Wishes
with Smart Legal & Financial Strategies
Join us for a FREE workshop where you will learn how to put safeguards in place to ensure your assets, wishes, and long-term care needs are handled the way YOU want, no matter what happens.
- MYTH: Your will or trust will help you during incapacity
- MYTH: Doctors and financial institutions will automatically allow family members to make important decisions on your behalf
- MYTH: All of your long-term care expenses will be covered by Medicare or your private insurance
Thursday, March 14
12:00 pm
Location:
Webinar
Join us on 3/14 for a relaxed educational workshop where we’ll tackle the basics of estate and long-term care planning that everyone needs to know.
Don’t worry about pushy sales tactics or pressure, either!
Instead, think of this workshop as a friendly get-together. We’re opening our doors after hours, pouring some wine, serving great snacks, and making sure you have all the answers you need. It’s all about you feeling informed, empowered, and ready for what’s next.
So, What's This Event All About?
You’ll get the inside scoop on:
- The bare minimum documentation you need to ensure your family can make decisions and immediately access medical records and bank accounts to maintain your bills and monthly obligations if short or long-term incapacity occurs.
- A no-nonsense breakdown of the differences between Medicare, Medicaid and Long-Term Care Insurance…and exactly what is covered under each option if you require hospitalization or long-term care.
- What long-term care will really cost and how to make sure your children are never left scrambling to sell off your assets or foot the bill for your care.
- How to qualify for Medicaid and VA benefits without sacrificing everything you own in the process.
- Easy ways to empower your entire family and chosen caregivers to understand and make all the decisions you want in an emergency.
- How to keep the government out of your business (and out of your wallet!) if you are temporarily or permanently incapacitated and unable to make decisions for yourse
What's on Your Mind?
Grab your notebook and a pen! It’s the perfect event to get those burning questions off your chest. If they’ve been swirling around your mind or keeping you up at night, now’s the time to ask. Here are some topics to get your gears turning:
- Home & Nursing Care: “If my mom needs long-term care, will they take her house?”
- Legal Documents: “Should I have all my kids on my power of attorney, or could that create drama down the road?”
- Insurance Concerns: “I’ve heard Medicare might leave me hanging. What costs could sneak up on me?”
- Financial Security: “How can I make sure I (or my parents) don’t run out of money during retirement?”
- Asset Protection: “What steps can I take now to ensure my family’s assets are protected in the future?”
- Planning Ahead: “I want to stay independent as long as possible. What should I be thinking about now?”
Remember, there’s no such thing as a silly question. We’re here to help, so let’s tackle these concerns together.
Don't Miss Out!
Whether you’re nearing those golden retirement years, taking care of older family members, or just a forward-thinker planning ahead, this event is packed with insights for you. We all age, and a little prep work now can mean peace of mind later.
So grab this chance to map out your future on your terms. We promise – it’s time well spent!