Wondering what your options are for long-term care and how to pay for it?
What is a Continuing Care Retirement Community (CCRC), and is that for you?
Consider attending Unlocking the Secrets of Long-Term Care Funding: Top Strategies for a Worry-Free Retirement in Bedford, NH, on Wednesday, July 19, 2023, at 12 pm, presented by Jennifer Climo, CEO and Senior Advisor of Milestone Financial Planning, LLC. This seminar goes beyond CCRCs and long-term care insurance.
Milestone is presenting an in-person seminar about long-term care planning choices and how to pay for them. If you are local to our area and would like to attend, we would love to see you there!! Seating is limited so we encourage you to complete your registration early.
If you are interested in attending this free event, please complete a registration form by clicking the link below. Please feel free to forward this invitation to friends or others who may be interested. Details of the event will be sent to you upon registration.
Who should attend: Individuals and couples with net worth of $1M – $10M who are concerned about their long-term care choices and how to fund them.
Questions about this event can be emailed to events@milestonefinancialplanning.com.
Register Here: Unlocking the Secrets of Long-Term Care Funding Tickets, Wed, Jul 19, 2023 at 12:00 PM | Eventbrite
Disclaimer:
This material is provided for educational and informational purposes only and is not investment, tax, legal, or financial advice. It does not consider any individual’s investment objectives, strategies, tax situation, or time horizon, and it is not an offer to sell or a solicitation to buy any security. Financial aid rules, tax laws, and school policies change frequently and vary by institution; figures cited are as of October 2026. Investing in a 529 plan involves risk, including the possible loss of principal. Before investing, review the plan’s offering documents for its investment objectives, risks, fees, and expenses, and consider whether your home state offers tax benefits only for its own plan. Please review your personal situation with your tax and/or financial advisor before acting.
Views expressed are subject to change based on market and other conditions. Any projections, market outlooks, estimates, or other forward-looking views are based on assumptions, are not indicative of future performance, and actual results may differ materially. Information is obtained from third-party sources believed to be accurate, but Milestone makes no representation as to its accuracy, completeness, or timeliness and accepts no liability for decisions based on it. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal.
Milestone Financial Planning, LLC (“Milestone”) is a fee-only financial planning firm and registered investment advisor headquartered in Bedford, NH. Registration does not imply a certain level of skill or training. Milestone works with clients on an ongoing, long-term basis, providing financial planning, tax planning, retirement planning, and investment management services. Fees are based on assets under management and may include a financial planning fee. Milestone receives no commissions or referral fees and, as a fiduciary, is required to act in clients’ best interests. Advisory services are offered only where Milestone and its representatives are properly licensed or exempt from licensure. More information, including fees and principal risks, is available in Milestone’s Form ADV Part 2A. For help with your investments or financial planning, contact one of our fee-only advisors.
