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Spotlight Session: Long Term Care


440 N Mountain Ave
Upland, CA 91786



April 25


5:00 pm - 6:00 pm

Learn about what may be the most significant unexpected cost to impact your retirement – the need to pay for long term care services. Call 909-579-6470 to register.

Estimates suggest that 70% of Americans will pay for some type of long term care during retirement and the costs can be devastating. Many people end up shouldering the majority of the cost out of pocket, depleting their retirement assets in the process. If you haven’t taken time to consider the possibility of paying for care, or have been struggling to help a loved one with finding services you owe it to yourself and your family to join us. Paying for long term care is one of the most talked about topics in financial planning and there are many new strategies to consider.

We’ll discuss the most current approaches to paying for care, and discuss the pros and cons of each strategy. As with any risk, there isn’t a one size fits all approach. Make sure you have the facts to properly evaluate the risk to your plan and come up with a strategy BEFORE a crisis.

SPOTLIGHT SESSIONS are complementary, 1-hour workshops focusing on a single topic or question. These casual, informational workshops will be hosted right here in our building and are intended to get you critical information and then on with your day.

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