Creating a Long Term Care Plan
Financial advisors are great at planning for long term care costs, but long term care is more than just about money. Loss of financial decision making capability, need for new living situations, and driving status are important issues that occur in our aging population. Dr. McClanahan will share her firm’s process for helping clients prepare for these scenarios long before the need arises. By documenting a plan in advance, the client and their family is better prepared when the situation actually occurs. This will give your clients peace of mind, and position you as a valuable partner in their planning needs.