Appleton Answers: Private Client Workshops
Sharing financial planning and wealth management insights is an important element of successful relationship management. We value collaboration and are eager to offer intelligence and exchange ideas concerning matters of significance to you and your family. That’s why we are hosting a series of “hands-on” educational sessions.
Join us to discuss planning issues clients have told us matter to them. Register below for whatever session(s) is of greatest interest. Enjoy an informative luncheon and walk away with greater insight into the subject of the day. We also encourage you to invite a family member, friend or colleague whom you feel would benefit from participating.
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Demystifying Long-Term Care Insurance
December 9, 2020 @ 4:00 pm - 5:00 pm
Demystifying Long-Term Care Insurance
Long-Term Care Insurance is one of the more important, and at times intimidating, elements of financial planning. Susie Caspar co-founded Caspar Long Term Care Planning in 2001 and has helped thousands of individuals and families design plans to help protect their loved ones and retirement portfolios. She will discuss several core issues concerning Long-Term Care Insurance and answer participant questions.
- Why bother when I already have health insurance?
- How to evaluate what type and how much coverage may be needed?
- Shopping for Long-Term Care – important considerations
- Qualification guidelines – what triggers policy coverage?
- How is COVID-19 impacting the market?