Planning

• Retirement Planning
  1. Customized Strategies: Gain insights into personalized retirement strategies that go beyond the standard pie chart, ensuring your financial plan aligns with your unique goals.
• Annuities
• Long Term Care
  Long-term care is a continuum of care, housing, and services that people will most likely need when they live a long life. This workshop is designed to help employees understand why long-term care needs are such an issue today and the financial impact long-term care needs will have on both their financial resources as well as their families. The workshop will cover the legislation concerning long-term care resource options and how it can affect your assets and retirement resources. Although most care is provided in the home, it may be the most costly type of care that you or your family will ever face. You will learn the important questions to ask yourself and your family concerning long-term care and explore the realities of family care giving. The U.S. Senate Special Committee on Aging stated that “Long-term care is the number one source of poverty for seniors today!†Come discover how to prepare now so you can help protect your future and those whom you care most about. Let’s close the missing link in your financial plan