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9.19.23 Protecting Wealth for an Aging America

Tuesday, September 19th – A Caregivers Guide to Planning for Those with Dementia & Discussion of Long-Term Care Asset Protection

As our population ages, the question isn’t “if” but “how many” of your people will be impacted by Alzheimer’s and other forms of dementia. This presentation, based on the Transamerica-Massachusetts Institute of Technology AgeLab’s provides insights into helping families prepare for future challenges, caregiving, and having a plan for the unexpected. Today, more than one in five Americans are caregivers. And over half are employed while providing more than 24 hours of care per week.  The presentation will include a discussion of long-term care asset protection strategies available today.

About the Speaker – Ryan Bertrand, CFP®, CLU® | Transamerica 

Ryan Bertrand, CFP®, CLU®

Event details:

When: Tuesday, September 19th from 7:00 – 9:00 pm

Where: The Everly – 8200 Norton Pkwy, Mentor, OH 44060

Desserts & Coffee will be provided.

To register, or if you have questions, please contact us at carverfinancialservices@raymondjames.com or by calling 440-974-0808. 

You can also register online using the link below:

Raymond James is not affiliated with Transamerica or MIT AgeLab. Any opinions are those of the speakers and not necessarily those of Raymond James. Developed in collaboration with MIT AgeLab. 

Category: Events

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