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Special Guest - Thursday July 9 Wine Talk


You are cordially invited to attend our next:

Wine Talk

From the comfort of your home!
Thursday, July 9 at 5:00 PDT
 

Featuring:  Timothy Bellig CLU®, CLTC®

This month's topic: An expert's perspective into Long Term Care

 
There are many myths surrounding Long Term Care.  Tim will help us navigate the most common, such as:
  • I don't need to buy Long Term Care Insurance, the government will take care of me
  • Long Term Care only pays for a facility somewhere I don't want to be
  • I pay enough for insurance in all other areas, I can't afford Long Term Care Insurance
  • Long Term Care is only for old people
Statistics show that 70% of married couples age 65 or older will see at least one spouse need Long Term Care in their lifetime. With this number growing, it is very important to have an education on what is available and what will suit your future needs best. This is one you will not want to miss.
See you on screen!
 
George P. McCuen, CFP®, CPWA®
President
Here's the link to join:

Join Zoom Meeting


Meeting ID: 752 434 7023

Password: 834635

What is Wine Talk?

Wine Talk is a casual conversation to help you make smart decisions with your money. I'll talk for about 15 minutes and open it up for your questions. So, join me with a glass of wine, or whatever drink you enjoy. In the end, I am confident you will leave our Wine Talk video conference a little more informed than when you logged in!


Want a better understanding of what a wealth manager should be doing for you?

Call us today at (707) 252-1343