Financial Planning Services made Simple3/14/2018 6:00 PM - 7:00 PM
Sponsor: Landerbrook Transitional Care
Event: Financial Planning Services made Simple
Address: 2108 Lander Road
Mayfield Heights, OH OH
Contact: Kelly Brickman 440-443-0345
Attend a panel discussion at Landerbrook Transitional Care to learn more about the differing financial planning services available locally for seniors. Attendees will learn:
1. What to Consider when choosing long-term care insurance plan
2. How to best prepare and pay for unseen expenses of aging
3. Methods of asset protection
4. Recommended documentation to ensure your wishes are honored when an emergency occurs
5. and much, much more!
The three guest speakers at the event will be:
1. Elizabeth Perla- Attorney in Estate Planning and Probate, Elder Law and Family Law
2. Greg Berlin- Financial Advisor
3. Kevin Kutz- Specialist in long term care insurance prodcuts
Please call 440.443.0345 with your RSVP!
Light refreshments and snacks will be provided.