Register for this Class

This class will show you strategies for successful aging and retirement.

Understand the issues and impact on your money, income,

and home on Medicaid and nursing home risks.

 Understand the effects of market downturns and inflation on retirement

income and long-term care.

 How extra fees and hidden costs can drain your retirement and care funds.

 Tax-saving strategies for retirement income and care planning.

 How to prepare for the Caregiver Tsunami, the growing shortage of

professional caregivers.

 Understanding the impact of your financial plan on your spouse, children and

grandchildren.

 How to build a comprehensive, flexible plan to protect your money and future

care.

 Insights into longevity planning and how to adjust for a longer life.

 How to plan for both the expected and unexpected events in retirement.

Why Attend?

By the end of the class, you’ll have a clearer understanding of how to safeguard your

income, protect your home, and create a lasting financial legacy. You’ll leave with a

practical framework for aligning your retirement goals with today’s real-world risks.