Elder Care Planning -Expert advice to avoid confusion & conflict – October 16, 2017

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PROPERLY PLANNING FOR THE FUTURE HELPS AGING ADULTS AVOID CONFLICT AND CONFUSION
Area experts are coming together to offer a panel discussion to help aging adults navigate through Elder Care Planning in an effort to avoid conflict and confusion. Topics of the evening will include tax planning, financial planning and estate planning.
 

Elder Care Planning
6 to 7:30 p.m., Monday, October 16, 2017
Primrose Retirement Community, 1360 Adams Street, Mankato, MN 56001
 

Light refreshments will be served. Seating is limited, please RSVP by calling (866) 447-9636.
 

Experts on the panel include: Tara Torseth, Senior Business Manager for ABDO, EICK & MEYERS, LLP; Steven Helget, Financial Advisor for Northwestern Mutual; and Omni N. Kiecker, Managing Attorney for Kiecker Law Office.

 

Topics for the evening will cover items such as tax breaks for seniors, the complexities of estate and inheritance taxes, long-term care planning, the pros, cons and costs of annuities, when to adjust portfolios, how to get started on estate planning, and what documents need to be in place to protect loved ones who benefit from an inheritance.

 

Participants are encouraged to bring a list of their own questions about planning for the future for our panel experts.
 

The Elder Care Planning event is sponsored by Primrose Retirement Community, Freedom Home Care, and St. Croix Hospice.
 

Learn more about Freedom Home Care, LLC or call 507.387.HOME (4663).
 

Learn more about Primrose Retirement Community or call 866.224.4789.
 

To learn more about St. Croix Hospice or call 507.779.7227.

October 06, 2017 in Community Resources, Event

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