Long Term Care Planning
Please join us for our summer CWEPC meeting on June 1st. Our speaker will be Michael Gregson, discussing the increasingly pressing planning concern - long term care.
One of the greatest challenges facing aging families or families with aging parents is Long Term Care planning. As costs far outpace inflation and current interest rates how are families planning for this and protecting their estates? The Long Term Care market has undergone large changes including the number of carriers leaving the market place, price and plan design. Now more than ever savvy long term care planning doesn’t have to be cost prohibitive while still achieving the goal of tax efficiency, benefit design and estate protection/planning.
Complimentary light refreshments will be served. Each attendee will also receive one complimentary adult beverage. Cash bar will also be available.
Cost is free to CWEPC members. Non-members are welcome for $25 per person. First-time guests of a paid member are also free. Please invite your colleagues!
**Please note that this email is sent through our Coloradowestepc.org website and therefore only CWEPC paid members are in receipt of the email. If you'd like to inform colleagues about CWEPC events, please feel free to forward the email along.**
Please RSVP to Chris West by May 27th. CWest@dalbycpa.com
