$25.00
When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living. And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death. Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care. How will they pay for it and not leave the well-spouse impoverished? Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.
When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living. And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death. Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care. How will they pay for it and not leave the well-spouse impoverished? Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.
Do you know the difference between Medicare and Medi-Cal? If you answered no, you’re not alone. Kathe and Scott will lead a frank and open discussion designed to clarify all the aspects of these government programs. In this presentation, you’ll learn the difference between acute vs custodial care and who pays for what. You’ll learn how the health system works and how to take advantage of benefits that are already available to you and your family. This presentation is for anyone concerned about how to pay for care and what can be done now to minimize future costs.
(Purchase of this product will include an Audio recording of the presentation.)
Presented by Kathe Kline, ChFC and Scott Stewart, Esq.
John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.
Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’
Seasons Hospice will provide a presentation on the many services available in end of life care, including Music Therapy. These services are usually available much earlier than most patients and families realize. The common misconception is that hospice comes in during the last weeks or days, when in fact the support is usually available much sooner and provides 24/7 response and interdisciplinary support. Music Therapy is a clinical discipline used in hospice that in addition to lovely music, provides interventions for pain management, respiratory distress, emotional and spiritual support.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Michelle Tiernan, Community Educator and Aida Sanchez, Music Therapist