Important Webinar for NC Baby Boomers
Mitigate the Cost of Long-Term Care and Avoid Outliving Your Income in Retirement
Planning Ahead to Help Safeguard Your Wealth and Well-Being
Are you prepared for the potential costs of long-term care? How can you incorporate long-term care planning into your overall retirement strategy?
Join us for a special webinar to learn about key strategies for long-term care planning, recent legislative changes that can affect your retirement, insights on federal programs, and alternatives to traditional long-term care insurance.
Do you have a plan to help ensure you can afford long-term care expenses and avoid outliving your retirement income? Join us for a special, live webinar where we will discuss the following important topics:
- Planning for long-term care expenses.
- The facts on long-term care and how it may affect you and your family.
- Federal long-term care programs you might be eligible for.
- How you might qualify for long-term care assistance.
- Long-term care insurance alternatives to consider.
- The impact of inflation and unexpected life events on your long-term care plan.
- Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
- How long-term care payments factor into your holistic retirement plan.
- How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act 2.0 has made significant changes that impact RMDs.
- And MUCH more!
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WEBINAR DATES & TIMES
– Tuesday, November 12 at 6:00 p.m. EST
– Wednesday, November 13 at 12:00 p.m. EST
– Thursday, November 14 at 6:00 p.m. EST
REGISTRATION CLOSES IN:
Why attend?
This webinar combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a no-cost retirement snapshot analysis for your current strategy.
Medical expenses represent
67% of all personal
bankruptcies in retirement.³
Sounds crazy, but it’s true. Think about it: A typical 65-year-old retired couple in 2023 faces an estimated $315,000 in subsequent healthcare costs.⁴ That projection doesn’t even include long-term care costs, which could potentially cost hundreds of thousands of dollars. Is your retirement income healthy enough to withstand these expenses?
FEATURED PRESENTERS:
Beck Smith
The Financial Education Parnership
Originally a Texas native, Beck attended the University of North Carolina at Wilmington in 2002 and hasn’t left the coast since. After graduating in 2006 with a degree in Finance from the Cameron School of Business, it didn’t take long to find a career in insurance and financial services. Working with one of the leading independent firms in Eastern North Carolina, Beck most enjoys the relationships he develops with his clients across various professions.
Beck stays involved in the local community, volunteering with the North Carolina Azalea Festival where he currently serves as Vice President of the board. He is the President of the Coastal chapter of the North Carolina Association of Health Underwriters and a past chairman of the local Public Transportation Authority, as well as a past Vice Chairman of the North Carolina Battleship Commission. When not in the office or staying involved with his children’s school activities, Beck is sure to be outdoors as an avid fisherman, diver, and spear fisherman, but can most often be found pulled up to the beach with his family.
Jonathan Lee
Financial Education Partnership, National Tax & Estate Planning Director
Over the past 20 years, Jonathan has provided training for financial planners, tax advisors, and investment professionals, nationwide. His development of financial software and calculators has revolutionized many advising offices across the country. Jonathan is also the creator of the C.A.R.E. Program that has helped countless families save hundreds of thousands of dollars in taxes, while benefiting their charity of choice and leaving their family with a tax free inheritance. Jonathan is a widely sought out conference speaker on financial management, training, and wealth management strategies. His seminars are in constant demand because of his expertise in finance, trusts, insurance, tax and estate issues.
Besides his non-profit, Jonathan actively supports worldwide mission trips and is responsible for funding hospitals and schools in Southeast Asia and in Africa. Jonathan and his family live in suburban Maryland.
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¹ https://www.usbank.com/investing/financial-perspectives/market-news/how-bidens-income-tax-policy-changes-could-affect-you.html
² https://www.usatoday.com/money/blueprint/retirement/healthcare-costs-in-retirement/
³ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
⁴ https://www.investopedia.com/retirement/how-plan-medical-expenses-retirement/
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency. Licensed Insurance Professional.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.
The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.