The Importance Long-Term Care Funding—It’s Just Not For Seniors!

Date: Tuesday, May 7, 2019
Time: 7:30am - 9:00am
Location: Saddleback Memorial Hospital Board Room
Speaker: Robert Burns,Michele Miranda,Gary Edkins
  • May 7 Meeting Program

    The Importance Long-Term Care Funding—It’s Just Not For Seniors!

    We will be hosting a panel discussion on the various ways of funding LTC expenses.  We will review the benefits and pitfalls of some of the most popular ways of funding this need.

    Robert Burns, CFP ®, AIF ®; Senior VP/Investment; Burns Investment Group of Stifel; CA Insurance Lic. #0A72683

    Robert will moderate this discussion and will provide an overview of the trends on the subject.  He will also review the costs and benefits of using current assets for LTC versus insurance products.  Robert has been working in the retirement and estate planning arena for over 30-years.

     

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