Please RSVP for the seminar here.
Join us for an Estate + Financial Planning Seminar designed to help you take a more proactive approach to your financial future. Jayar Williams, CRPC®, an advisor with Addition Financial Wealth Management, will share insights on identifying and monitoring your financial goals, creating a flexible plan with actionable recommendations and staying on track as your needs and priorities change.
Attorney Mary Kaplan will also cover common and costly misunderstandings about protecting your home and savings from the high cost of long-term care. Learn why Medicare generally does not cover a nursing home stay, how Medicaid planning may help protect your assets without “giving everything away” and Florida-specific tools that can help your family avoid probate.
Whether you’re building your financial plan, preparing for the future or looking to better protect the assets you’ve worked hard to build, this seminar will provide valuable insights and practical information to help you plan with greater confidence.
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