FREE TALK ON LONG-TERM CARE: YOU MAY KNOW THE RISK OF NEEDING LONG-TERM CARE… BUT DO YOU UNDERSTAND THE CONSEQUENCES?

TUESDAY, APRIL 7TH, 2020, 5:00 PM – 7:00 PM

Enjoy FREE appetizers, beer, and wine when you join Certified Long Term Care (CLTC®) and Wealth Advisor, Josh Sterling, as he walks you through his proven approach to designing an extended care plan.

At our FREE talk, you will gain insight into the consequences of what needing care over a period of years will have on those you love and your finances, all while enjoying complimentary food and drinks on us.

If you accept that there is a chance you could live a long life and will need care, it is essential that you have a plan. We understand that most families use the “default plan”, which usually includes paying more out of pocket, relying on bureaucratic government programs, and using family as caregivers.

We will show you examples of how we design an extended care plan to ensure your family and finances are protected.

Our talk will give you the clarity you need to take action. It is very informative and easy to follow. Who knows, our ideas for your extended care plan may save you taxes, out of pocket costs, and most importantly reduce stress on your family.

YOU WILL LEARN…

  • ​How to protect your family from the burden of being your caregiver
  • ​Why extended care planning is essential regardless of your financial situation
  • ​Why extended care is much more than a Nursing Home
  • ​How to mitigate the high cost of care with proper planning
  • ​What the current prices are for care services and facilities here in Sonoma County
  • ​How to avoid the most common mistakes and pitfalls when planning for long-term care
  • ​What options you have available to pay for long-term care
  • ​How to reduce your out of pocket costs of care by 3-5 times

PRESENTED BY

JOSH STERLING

Josh is a Certified Long Term Care Advisor (CLTC®) and a Charter Life Underwriter (CLU®). As the CEO and Wealth Advisor for Camas, he has helped hundreds of clients directly and other financial professional’s clients. As one of the few CLTC’s in the North Bay, he brings a level of expertise in long term care planning that most can’t.
Josh is passionate about helping clients and financial advisor’s address long term care planning. He feels too often it is misunderstood, confusing or just neglected. Most clients enjoy working with Josh because of his easy to understand style and fun approach to an emotional and important topic

VENUE

Flamingo Resort & Spa

2777 Fourth Street
Santa Rosa, CA 95405