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Family Wealth Planning Workshop

Fri, Dec 05

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Virtual Zoom Call

Learn practical tips on financial planning and wealth-building, designed especially for families looking to secure their financial future.

Family Wealth Planning Workshop
Family Wealth Planning Workshop

Time & Location

Dec 05, 2025, 6:00 PM – 8:00 PM CST

Virtual Zoom Call

About the event

Long-term care is one of the biggest threats to your retirement savings—and most families are not prepared. Join us for a powerful, easy-to-understand Zoom session where we’ll talk about what long-term care really costs, why it matters, and smart ways to pay for it using tools like Index Universal Life (IUL) policies and annuities.


What happens if you (or someone you love) needs long-term care for years… not months?

Most families don’t realize:

  • Medicare does not cover most long-term care costs

  • A single health event can drain a lifetime of savings

  • The emotional and financial burden often falls on family members


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