Posted by Positive Aging SourceBook on 08/11/2021

Estate Planning - Protecting the Retirement Dream - CarePatrol Education Series


Health care is expected to remain one of the biggest expenses in retirement. That's why it is important to include potential long-term care costs as part of your retirement strategy, whether you are preparing for retirement or are already retired. You Will Learn About: Steps to protect all you've worked for from being depleted by medical expenses • 52% of Americans reaching age 65 will need some type of long-term care • The amount of time you will need long-term care could be longer than you think – particularly for women • Long term care impact on extended family 

Moderated by: Steve Gurney, founder/publisher, Positive Aging Sourcebook 

Walt Stundick, Financial Advisor, Edward Jones With 20 years of investment and financial experience, Walt is committed to helping clients reach their financial goals. He works closely with CPAs, attorneys and other professionals to help determine the most appropriate financial strategy for his clients including a retirement savings strategy to ensure more options when they reach retirement. 

Michael Dooley, CFP, AEP, Prudential Life Distributors Michael has been in the insurance industry for 29 years. He is frequently called upon to speak at training and educational seminars for financial advisors, CPAs and clients about advanced planning strategies. He is highly experienced and knowledgeable at using life insurance to benefit his client's individual  

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