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The Power of Longevity Planning

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Join us for a virtual webinar on long-term care! About 70% of us will need long-term care services during our lifetime. Create a robust retirement protection plan and learn how to protect against longevity threats at our Power of Longevity Planning Webinar. 

At this webinar, you will learn:

  • How many years of income you should plan for in retirement
  • What the biggest threat is to your retirement portfolio, assets, and income
  • How much Medicare and Social Security pay for
  • The four approaches to funding a long-term care event
  • The different long-term care insurance options
  • What happens if you don’t plan for long-term care
  • The cost of self-funding long-term care

Webinar Date and Time:

Wednesday, November 18, 2020
11:00am – 12:00pm
Speakers:
Speaker: Greg Bronico
Vice President
Highland Capital Brokerage
Greg and his team partner with financial advisors to provide objective and creative solutions that leverage the benefits of Life Insurance, Disability Insurance and Long-Term Care Insurance. This encompasses concepts ranging from basic income protection planning to advanced estate planning and business succession planning. His team includes attorneys and advanced planning specialists offering a breadth and depth of knowledge in numerous areas of client planning.
Speaker: Nancy Simm, CLTC, LTCP, CSA
Director, LTC & Longevity Planning
Highland Capital Brokerage
Nancy has worked in the insurance industry for more than 27
years, specializing in long-term care for the past 20 years. She has earned the designations Certified Long-Term Care (CLTC) specialist, Long-Term Care Professional (LTCP), and Certified Senior Advisor (CSA) and is CT Partnership, NY Partnership, and NAIC Partnership certified. In addition, Nancy brings to her role past experience as an aide in Massachusetts nursing homes.
Registration Information: 

Please register by following the link below and by entering your name and email address at the bottom of the page. We will be using Zoom to host this webinar.

When the webinar starts, we recommend you use a desktop or laptop computer to join our webinar. You may be asked to install Zoom on your computer when joining. It should only take a few seconds to do this.

Register Here!

Nancy Simm and Greg Bronico are not affiliated with DAI Securities
Building Relationships | Delivering Success®

 

The Prosperity Consulting Group registered as a Registered Investment Advisor (RIA) in 2005. We have with a passion for providing clients with objective investment advice and wealth management solutions. Our purpose, coupled with our fiduciary commitment, is essential in helping clients achieve their financial goals. Our firm is dedicated to providing unparalleled financial planning and investment advice to individuals, families, businesses and institutions. We have identified key areas that are critical and integral to a client’s financial success. These planning areas encompass: Investment Planning & Management Retirement Planning Estate Planning Tax Planning Business Planning Insurance Planning Income Protection & Asset Preservation Education Planning 401(k) Planning
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Owings Mills
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