Seminars

Focus Points Include:

- Understanding what questions to ask in the financial planning process

- Learn about Special Needs Trust / Supplemental Needs Trust

- 529 Accounts & Achieving A Better Life Experience "ABLE Accounts"

- Retirement Planning Strategies for parent(s) who have a child with special needs

Planning for Long-Term Care:  What You Need To Know

• What is considered long-term care?
• Why should I consider potential long-term care needs as part of my retirement strategy?
• When is it needed?
• What questions should I ask myself when creating a plan for long-term care?
• What options are available for a long-term care need?
• What next steps should I take in determining if I have a long-term care need?

June 5^th, 6:00 PM Dutch's Daughter Restaurant

In order to attend, please RSVP at 833.766.4471 or register online www.youRSVP.com/BAPTEH

Planning for Long-Term Care:  What You Need To Know

• What is considered long-term care?
• Why should I consider potential long-term care needs as part of my retirement strategy?
• When is it needed?
• What questions should I ask myself when creating a plan for long-term care?
• What options are available for a long-term care need?
• What next steps should I take in determining if I have a long-term care need?

June 6^th at 6:00 PM Dutch’s Daughter Restaurant

In order to attend, please RSVP at 833.766.4471 or register online www.youRSVP.com/BAPTEH