We are dedicated to helping you make thoughtful plans for your future—and for the people you care about most. Join us as we discuss strategies to navigate life’s unexpected challenges with confidence as we address:

o    How to safeguard your assets as you age—while helping ensure protection for your loved ones. 

o    Common myths and misconceptions about long-term care and what you really need to know. 

o    An overview of how different assets are taxed and strategies to reduce the financial burden. 

o    Key planning strategies that can help you make the most of your retirement assets. 

o    How life insurance can provide stability and protection at every stage of life. 

This event is designed for our clients and their adult beneficiaries. Together, we’ll address common concerns about planning for aging parents and protecting family assets. We encourage you to invite your beneficiaries to attend this educational opportunity.