FREE EDUCATIONAL WORKSHOP!
Long-Term Care Planning Uncorked:
Pouring into the Next Chapter
Date: Thursday, November 14th
Time: 6:00 PM – 8:00 PM
Location: Zoom
Long-Term Care Isn’t a Question of If—It’s When
You’ve worked hard to secure your future, but here’s the truth: over 70% of adults over 65 will need some form of long-term care. It’s not a matter of if—it’s when. And yet, most people are unprepared for the financial and emotional toll it can take.
The biggest misconception? Medicare and private insurance don’t cover most long-term care costs. Without a plan in place, everything you’ve built—your savings, your home, your legacy—could be at risk.
Far too many families face these tough decisions unprepared, which can lead to losing their hard-earned assets and independence. But it doesn’t have to be this way.
Empowering You to Plan Ahead
In recognition of Caregivers Month, we’re bringing together experts to help you make informed decisions about long-term care for yourself or your loved ones. This is a special event designed to empower you with the tools and knowledge to protect your assets and your family’s future—without fear or confusion.
At Long-Term Care Planning Uncorked, you’ll not only get expert advice but also enjoy a relaxed evening with wine, great conversation, and clear guidance on long-term care planning. We’ve invited our trusted partners—leaders in the local community—to join us in helping you navigate these critical decisions with confidence and peace of mind.
What You’ll Learn:
- How Long-Term Care Insurance Works: Maximize your benefits, understand what’s covered, and avoid costly mistakes.
- Get Your Essential Legal Documents in Place: Ensure your wishes are respected with the right power of attorney, healthcare directives, and living wills.
- Make Informed Care Choices: Learn the differences between nursing homes, smaller group homes, and how to choose what’s best for you or your loved ones.
- Protect Your Finances: Discover strategies to manage costs, protect your savings, and avoid losing everything to long-term care expenses.
Meet the Experts:
Suzanne Scheer, J.D., CLTC®
Financial Advisor – The Meakem Group
(Specialist in Long-Term Care Insurance)
Suzanne Scheer, J.D., CLTC® is a financial advisor with The Meakem Group and Raymond James.
Suzanne was born in Washington DC and grew up in Rockville. She practiced family law in Northern Virginia then took a long career break to raise her son and help her parents during their extended illnesses. Because her parents had planned well, she was able to oversee their care but didn’t have to provide care directly. Suzanne joined The Meakem Group in 2015. Her experience with her late parents fuels her passion for helping people plan for long-term care.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. The Meakem Group is not a registered broker/dealer and is independent of Raymond James Financial Services. 4800 Hampden Ln Suite 810 , Bethesda, MD, 20814 240-743-4971
Gigi Elizee, RN, MSN
Owner | Director – Jill’s Harbor Assisted Living
(Expert in Assisted Living and Caregiving Transitions)
Gigi Elizée is a seasoned healthcare professional with over 20 years of nursing experience and a deep commitment to senior care. She currently serves as a Residential Assisted Living Home Administrator and Delegating Nurse in Northern Virginia and is in the process of launching Jill’s Harbor Assisted Living, boutique care homes coming soon to Bethesda and Chevy Chase, Maryland.
Gigi’s passion lies in helping families navigate the challenges of life transitions with confidence. She draws on her extensive clinical background and care management experience to support families in making informed decisions about care, ensuring that their loved ones receive compassionate, individualized attention. With a focus on promoting dignity, independence, and meaningful engagement, Gigi is dedicated to creating communities where residents are able to enjoy their daily lives with a sense of purpose and connection.
Megan Campbell & Lindsay Warnes
Estate Planning Attorneys – Willow Legal Group
(Your trusted legal team in long-term care planning)
Megan
Megan uses her business law background to help clients identify their goals and create an estate plan that achieves those goals. She loves estate planning because she sees how having a well thought out plan provides families with a source of comfort during difficult times.
Megan attended Tulane University and The Catholic University of America Columbus School of Law where received a Certificate in Law and Public Policy and served as the managing editor of the CommLaw Conspectus: Journal of Communications Law and Technology Policy. After graduation, Megan worked for a Fortune 200, New York Stock Exchange listed company where she spent 14 years specializing in Corporate Governance.
Megan is a member of the Maryland State Bar Association, the Montgomery County Bar Association where she serves on the Community Outreach Committee and Youth Courthouse Committee, and the National Association of Elder Law Attorneys. She also serves on the Board of Directors of Empowering the Ages and the Board of the Sequoyah Elementary School PTA.
Megan lives in Rockville with her husband and son. She loves football, reading and spending time with her family.
Megan is admitted to practice in Maryland.
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Lindsay
Lindsay has assisted clients with various legal matters for more than 10 years. Her early practice focused on consumer protection, foreclosure defense, tenant matters, and real estate settlements, as well as representing low income Marylanders with the Maryland Legal Aid Bureau. Lindsay now handles estate planning matters because she believes it is important to guide clients through this very important and ever-changing area of law.
Lindsay received her Bachelor’s Degree in English Language and Literature from the University of Maryland, College Park, Maryland and her Juris Doctorate from Monterey College of Law in Seaside, California. Lindsay is a member of the Maryland State Bar Association and Bar Association of Montgomery County. Lindsay is admitted to practice in Maryland.
Lindsay lives in Laytonsville and is married to a police officer. They have two young daughters who keep them on their toes. She loves coffee, The Ohio State Buckeyes, lifting weights, and being involved in the local community.
Who Should Attend?
This event is perfect for you if:
- You’re approaching retirement and worry about protecting your nest egg when long-term care becomes a reality.
- You’re caring for an aging parent and want clear, accurate advice on ensuring their future care needs are covered.
- You feel overwhelmed by the complexities of long-term care planning and want expert guidance to avoid costly mistakes.
- You want to ensure your family never has to sacrifice your assets or their financial security to provide care.
Become Empowered and Take Back Control
Imagine feeling confident, knowing that your assets are protected, your plans are in place, and your future—and your loved ones’ future—is secure. That peace of mind comes from being prepared, and that preparation starts now.
Don’t wait until a crisis hits. RSVP today to reserve your spot at Long-Term Care Planning Uncorked. This is your chance to gain the knowledge you need, in a relaxed, pressure-free environment, and protect what matters most to you.