The Greatest Financial Threat to Your Retirement Is… Uncovered Long-Term Care Expenses
Presented by: Tim Kerrigan and David Eastman
This workshop is NOT about purchasing Long-Term Care Insurance… Instead, an educational luncheon on other solutions that are available to Arizona Residents to offset the costs of long-term care expenses.
● Learn how an integrated Estate Plan and Financial Plan can save you thousands of dollars and protect your estate for your loved ones.
● Critical Legal Documents needed when you become incapacitated.
● How to best plan for Long Term Care (LTC) NOW?
● Have you analyzed if you can afford to be self-insure?
● What are the most overlooked components of LTC costs?
● How to pay for LTC costs.
● Steps you and your loved ones should take now to prepare for death and incapacity.
● How to preserve your wealth and plan for LTC.
● Do you know what type of LTC coverage is right for you?
● Are your legal documents up-to-date?
● Are your estate plan and financial plan working in a silo, or are they integrated to achieve the best possible outcome upon incapacity and death?
● Will your estate plan and financial plan carry out your wishes after you pass away or become incapacitated?
● Learn how to preserve your wealth and protect your legacy.
● Our 4 step Legacy Preservation Planning Process will ensure your hard earned assets pass to whom you want, when you want, how you want with the least amount of expense & delay and the greatest amount of privacy.
● What decisions should couples make together in their financial plans to be prepared if the surviving spouse needs LTC?
● How do you determine which LTC facility may be right for you?
Lakes Recreation Center at Westbrook Village (Map)
Friends, family and neighbors are welcome.
RSVP by filling in the form below, or email [email protected] or call (602) 249-1328. (from )

morristrust.com/seminars/78/join-jon-for-a-qa-concerning-new-tax-laws-prescott/

• This event has passed.
  April 24, 2018 from 10:00 to 11:00 am

  April 24, 2018 10:00 to April 24, 2018 11:00
• MH Prescott Office
  115 South McCormick Street, Prescott, AZ

  Directions to event · Directions from event
• Contact Dan R. Morris for more information
  602-249-1328
  
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