Business Planning Community Insights – Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow
December 15, 2017
Thursday Insights: Pre-Empted for the 2018 Fiduciary Attorney Summit in Lake Tahoe
January 3, 2018
March 1, 2018 @ 2:30 pm – 4:00 pm
San Diego Marriot La Jolla
4240 La Jolla Village Dr
La Jolla, CA 92037
Stacy Nation

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:

The 3 Lies and 8 Mistakes of Medi-Cal and Elder Law Planning  – Presented by Scott Stewart, Esq. and Alexis Bastedo, 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.  We know that families often feel overwhelmed and are relieved to find a path to working through it all.  Learn how to overcome these 3 lies and 8 mistakes as well as understanding your current options.