Join us to learn more about Long Term Care Planning
Our speaker Jon Allen, Senior Vice President at Vanbridge Insurance Solutions, will highlight the following;
1. What is the average funds needed to cover potential long term care costs?
2. What impact could an LTC situation have on a surviving spouse's ability to maintain income?
3. What is the potential tax impact of spending down assets, or selling in a down market to cover costs?
4. How can a lack of planning impact your children's lives who may be forced to care for you?
As a note, once you RSVP you will be sent an invite to the Zoom meeting in your confirmation.
Zoom can be accessed either online or their mobile app. During the presentation, both audio and
visual will be used.
This webinar is being hosted by
the Phoenix Office of Cetera Investors
1702 E Highland Ave, Suite #204
Phoenix, AZ 85016
Cetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
Date and Time
Wed, May 10, 2023
5:00p - 6:00p PST