Nursing Home Planning Workshop - Retire SMART

Details

Date:

March 22

Time:

10:00 am - 11:00 am

Click to Register: https://www.eventbrite.com/e/nursing-home-planning-workshop-tickets-1277908481669

Organizer

Retire SMART LLC

Website: https://www.eventbrite.com/o/retire-smart-llc-96526628473

Venue

13815 FNB Pkwy suite 400

13815 FNB Parkway #suite 400, Omaha, NE 68154

Omaha, NE, US, 68154

Join us for an informative presentation on nursing home care with Insurance Professional Michael Luna and Elder Law Attorney Colin Kastrick.

Join Us for Our Nursing Home Planning Workshop!

Planning for nursing home care can be complex, but the right knowledge can help you protect your assets and secure the best care for yourself or your loved ones. Join us at the Midwest Learning Center for a comprehensive and informative workshop where we’ll cover essential topics, including:

How to protect your assets from being spent-down on nursing care
Pre-planning and how to leverage the benefits of long-term care insurance
VA Aid & Attendance approval process and who qualifies
Reviewing Medicaid’s rules and asset limitations
How to avoid Medicaid’s 5-year look back rule
How to maximize your resources while still qualifying for state benefits
Best practices for gifting and how to avoid causing penalties

Don’t miss this opportunity to gain knowledge and prepare for the future.

Register now to secure you spot!

Contact Information

Disclosures

Our Affiliations

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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