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:
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur.
All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.
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.
