
Educational Conversation on Legacy & Long-Term Care

What Is Long-Term Care Insurance and How Can It Protect Your Retirement?
Most retirees underestimate the financial impact of extended care and overestimate what Medicare will cover. This educational workshop is designed for successful retirees and pre-retirees who want to understand how modern long-term care planning can help protect retirement income, preserve assets, and shield a surviving spouse from unexpected financial strain. We will explain what long-term care truly means today, how care costs can quietly disrupt even well-funded retirement plans, and why proactive planning preserves choice, control, and independence. You will also learn how newer solutions differ from the policies many people distrust and what alternatives may exist for those who do not qualify for traditional long-term care insurance. This is a purely educational presentation. No products will be pitched, and no obligation is required. If protecting your retirement, your spouse, and your legacy matters to you, this workshop will provide clarity most families never receive until a crisis forces decisions. Advance registration is required. Seating is limited. What You’ll Walk Away With
- A clear understanding of what long-term care really is and what Medicare does not cover.
- Insight into how extended care costs can erode retirement income and force asset liquidation.
- Practical knowledge on protecting a healthy spouse from financial disruption.
- An overview of modern long-term care options and why they differ from older policies.
- Awareness of short-term care alternatives for those who may not medically qualify.
- Greater confidence to make informed decisions before health events limit your choices.