Broker Check

Implications of Aging Panel




Implications of Aging Panel

Thursday, March 14, 2019

6:00p - 8:00p PST

The Bellevue Club - Olympic Suite A

The Bellevue Club - Olympic Suite A

11200 SE 6th Street
Bellevue, WA
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PT2H

Organizer:

B3 Wealth Strategies info@b3wealthstrategies.com

Presenter:

Panel of Speakers

  • Damon Novelli with Legg Mason will share a workbook that will help facilitate a family discussion addressing the realities of aging and housing costs.

  • Kevin Forman with Lincoln Financial will discuss various long term care insurance planning strategies.

  • Pamela Martin with Senior Care Solutions Northwest will share how she assists families when the need to assess assisted living and other services are needed.

  • Kristin Reeder will talk through legal items you should have prepared for yourself and your loved ones.

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