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Investments Events & Seminars

We are proud to offer events and seminars throughout the year to educate you on our investment and retirement services. We look forward to seeing you at an event in the near future!

November 2017:  Planning for Long-Term Care  

According to the federal government, a majority or people over age 65 will need some type of long-term care, with a significant number of people needing care in a nursing home.

Join us at this Long-Term Care Planning seminar and you'll learn:

  • What long-term care is and where it is provided
  • Strategies to pay for long-term care
  • Key features and government incentives for long-term care insurance
  • How Medicare and Medicaid factor into long-term care planning