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SEMINARS
Financial We look forward to seeing you there. Thanks!
Long-Term Care For more information, call our Georgetown office at 512-869-
1435.
Friday, June 10, 10:30 a.m., CCAN
Hosted by Larry Allison, CPA/PFS, Certified Financial Are Your Investments Working Hard
Planner® Enough for You?
Purchase your $1 ticket online or at the Member Services Office.
Friday, June 24, 2:30 p.m. CCAN
Planning ahead for the likelihood of needing long-term care can Hosted and presented by: Jim Bailey, CFP®, Financial
make the difference between financial security and devastation. Advisor
Long-term care is a topic most people do not want to talk about. Purchase your $1 ticket online or at the Member Services Office.
Many think long-term care means “nursing home.” But the
fact is, most long-term care happens in the home, while others Jim is an Ameriprise Platinum Financial Services® Practice
receive assisted living care at community facilities.1 financial advisor with 27 years of experience.
Long-term care assists individuals who cannot perform es- Investing for the life you deserve – today and tomorrow
sential daily living activities on their own - things like eating,
dressing, bathing and using the bathroom. The assistance can Join us to learn:
be provided in a variety of places, whether at home or at an as-
sisted living facility. It consists mostly of “custodial care” rather – Seven essential components of smart investing that can be
than medical care that would be covered by your health plan. applied during volatile periods and when markets are stable.
You may also think Medicare or retiree health insurance – How comprehensive advice can help you achieve your fi-
benefits will pay for long-term care expenses. This is generally nancial goals.
not true. The fact is, the burden of paying for LTC costs rests
almost entirely on individuals and their families. For more information please call 512-527-9900, ext. #10, De-
nise. This is an informational event. There is no cost obligation.
That’s why planning in advance for your long-term care needs Advisor office located at 4131 Spicewood Springs Rd, Suite I-5,
is important for preserving your financial choices and your Austin, TX 78759.
family’s financial security.
Investment products are not federally or FDIC-insured, are
Attend this seminar and we will discuss the emotional, logis- not deposits or obligations of, or guaranteed by any financial
tical, financial and health-related impacts of long-term care. institution, and involve investment risks including possible loss
of principal and fluctuation in value.
Be better informed to make better decisions. If you have ques-
tions, please call Larry at 512-863-0303. Securities offered Ameriprise Financial cannot guarantee future financial re-
through Cetera Financial Securities LLC, member FINRA/ sults. Investment advisory products and services are made
SIPC. available through Ameriprise Financial Services, Inc., a regis-
tered investment adviser. Ameriprise Financial Services, Inc.
1 American Association for Long-term Care Insurance (AALT- Member FINRA and SIPC. © 2016 Ameriprise Financial, Inc.
CI) 2014 Sourcebook All rights reserved.
The Truth about Estate Planning Workshop Health
Thursday, June 16, 9:30 a.m., CCW Learn How to Take Control over Your
Purchase your $1 ticket online or at the Member Services Office. Chronic Pain
Hosted by The Wiewel Law Firm, Presented by: Thursday, June 16, 2 p.m., CCAN
Brad Wiewel, JD, Board Certified, Estate Planning and Pro- Hosted By: Boston Scientific featuring
bate Law, Texas Board of Legal Specialization and Doug Paul, Dr. Matthew Kaplan
JD, MBA, Director of Advanced Planning Strategies at The Purchase your $1 ticket online or at the Member Services Office.
Wiewel Law Firm
Navigating all of the medical, financial and care issues due to
Learn the truth about: Alzheimer’s and dementia can be a daunting task. Sometimes
it helps just to be able to ask an expert for guidance. We will be
– Who will care for me if I can’t do it? presenting an entire seminar devoted to answering questions
– Are trusts always better than wills? that you may have about the disease. Potential topics could be:
– Do out-of-state documents work in texas? difference between dementia types, financial considerations,
– Remarriage - protecting your estate legal preparation, long-term care options, how to make your
– Divorce-proofing your kids’ inheritance home safer, activities, and caregiver support.
– Community property & new Texas residents
– Are death taxes dead? Dr. Dewayne Nash is a physician who has been diagnosed with
– How to lawsuit protect your assets mild cognitive impairment and writes about his journey for his
– Is your estate plan up-to-date? popular blog, Organic Green Doctor. He has devoted his life to
supporting others who are dealing with the disease and raising
82 | SUNRAYS JUNE 2016 awareness for the fight against Alzheimer’s.
ONLINE: SCTEXAS.ORG
