Long-Term Care Planning for Retirement

About this seminar: 

As life expectancy increases, so does the need for long-term care, and the potential financial impact it can have on your retirement. Without proper planning, long-term care expenses can quickly erode your savings and place a significant burden on you and your loved ones.

This educational seminar is designed for pre-retirees and retirees who want to take a proactive approach to planning for future care needs. You’ll gain a clear understanding of the long-term care landscape, including the types of care available, who typically pays for them, and what options exist to help protect your income, assets, and peace of mind.

In this seminar, you’ll learn:

• The different types of long-term care and what they actually cost

• The common misconceptions about who pays for care (Medicare vs. Medicaid vs. personal funds)

• Planning strategies to help protect your retirement assets from unexpected care expenses

• The pros and cons of long-term care insurance, hybrid policies, and alternative solutions

• How to create a personalized plan that supports your health, lifestyle, and financial goals

  
  

If you’re looking for clarity, not a sales pitch, this seminar will provide the education and insight you need to start planning with confidence.

About the presenter:

Vasili Zois is a co-founder and lead advisor at Meritum Advisors. He comes from a long family history of financial professionals - his father has been in the industry for 45 years, his mother was previously in banking and insurance, and he has over a decade of his own personal experience assisting clients plan for and live out their best retirements!

He holds various certifications and designations, including Certified Financial Fiduciary®, IRS Enrolled Agent, Certified Tax Specialist™, and Certified Annuity Specialist®. He focuses on comprehensive planning that includes investment management, financial planning, ongoing tax planning and annual preparation/filings, insurance review and solutions (health and Medicare insurance, life insurance, and long-term care planning), and estate planning.

In his free time, he loves to spend time with his wife and their two senior rescue dogs - Gammy and Maggy. He also likes to travel the world (especially to Greece, where he typically visits every summer), ride his bike, rebuild and engineer vintage motorcycles, and work on home projects.