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2/27/2013Home Care News

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1/23/2018
Senior Specialists Group Glendale/Burbank Monthly Chapter Meeting

2/1/2018
Senior Specialists Group Glendale/Burbank Monthly Chapter Meeting

2/5/2018
Senior Specialists Group (SSG) Orange County Chapter Meeting

2/7/2018
Senior Specialists Group (SSG) Westside L.A. Chapter Meeting

2/14/2018
Senior Specialists Group Ventura County Monthly Chapter Meeting

Senior Specialties - Online: Financial Planning

   Moderated by Marc WeissAdvantage Plus Caregivers

Financial Planners: Elder Care involves financial planning and structuring. These financial planners have experience and knowledge regarding Elder Care decisions, including:

  • Financial Planning
  • Trust Design and implementation
  • Trust, Gift and Estate Tax Return Preparation and Planning
  • Income available from Social Security, pensions and other sources
  • Extraordinary income or expense items that will affect your retirement capital
  • Existing savings, investment and retirement funds and annual contributions
  • Time horizon, rate of returns and inflationary and tax effects
  • Elder care consulting, including specific knowledge regarding Long Term Care Insurance (LTCI) and other solutions.
Group Feed
Mark Weiss posted a new entry in the Financial Planning blog in the group Senior Specialties: Financial Planning.
Posted Saturday, April 13, 2013

Recently Updated Profiles
Richard Weatherman, Marc Weiss

Recent Blog Activity
Preserve, Protect & Defend 2
Post by Marc Weiss, Saturday, April 13, 2013
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Preserve, Protect & Defend
Post by Marc Weiss - Archer Weiss, Thursday, April 11, 2013
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