Session 1-Design Your Future With Confidence. You’ll discover:
- Why planning early gives you more choices
- How changing health impacts your retirement assets
- Who should become part of your support team and the vital role they play.
Session 2-Design An Organized Future. You’ll discover:
- Why being organized is vital to asset protection
- The potential risks associated with government benefits
- Asset preservation is possible for those that qualify.
Session 3-Design Your Care Choices. You’ll discover:
- How the options for care impact your retirement assets
- Funding strategies that help protect your independence and expand your care choices
- What to ask when touring care facilities.
Session 4-Design A Legacy That Protects Your Choices. You’ll discover:
- What happens when you run out of money
- How public benefits (Medicaid) works and how to avoid common mistakes
- Strategies that may help protect what you’ve worked hard to build.