January EPI LA Chapter Monthly Meeting
December 6, 2017
March Community Insights – California Estate and Elder Law
December 19, 2017
When:
June 6, 2019 @ 12:00 pm – 1:30 pm
2019-06-06T12:00:00-07:00
2019-06-06T13:30:00-07:00
Where:
Southern California Institute
10251 Vista Sorrento Pkwy
Ste 250
Cost:
Free
Contact:
Stacy Nation
858-200-1925

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Benefits Planning – Understanding the Options You’re Entitled To; presented by Scott Stewart, Esq. and Steve Mancini, Esq.

Confronting the costs of long-term care is often the largest expense a couple will face.  Families often believe that it is too late or early to plan – and they must bare these costs on their own.  Though this may have been true 10 or 20 years ago, that is not the law now.  Also, on September 18, 2018, the VA published new rules to qualify, including penalizations for any gift made in the past 36 months as well as investments towards annuities. We understand that families often feel overwhelmed and are relieved to find a path to working through it all.