Monthly Q&A with Dave
w/ Guest Speaker, Daniel R. Klein presenting on Long-Term Care Benefits Planning.
Daniel will discuss ALTCS and VA Planning. Reviewing:
● Pre-planning.
● Strategies for eligibility
● Recovery avoidance

Dave has also set aside time to answer any additional questions you have, such as:
● What documents should you have regardless of the size of your estate?
● Do I need a Mental Health Care Power of Attorney?

Freedom Plaza (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/56/qa-with-guest-speaker-long-term-benefits-altcs-and-va-planning-peoria/

• This event has passed.
  February 28, 2018 from 1:30 to 2:30 pm

  February 28, 2018 01:30 to February 28, 2018 02:30
• Freedom Plaza
  13373 North Plaza Del Rio Boulevard, Peoria, AZ

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