REGISTER FOR THE FREE UPCOMING EDUCATIONAL WORKSHOP

THE MODERN-DAY APPROACH TO LONG-TERM CARE PLANNING

Navigating Tomorrows Care: Your First Step to Long-Term Care Planning

Location:

Inman Library

50 Mill St, Inman, SC 29349

Date:

Tuesday, September 17th @ 5:30pm

Long-term care is the largest unfunded financial risk that can adversely affect retirement plans, investments, estate plans and lives of the entire family.

During this Free Educational Workshop you'll learn:

  • Are you aware of Your Likelihood of Requiring Long-Term Care?

  • The True Cost of Long-Term Care 

  • Review the options for dealing with a potential long term care claim in the future.  

  • What Does Medicaid/Medicare Cover?

  • The Limitations of Traditional Long-term Care Insurance    

  • Understanding the Challenges in Self-Funding Long-Term Care 

  • The Modern-Day Approach to Long-term Care Planning: Creating Leverage and Potential Tax Saving Opportunities  

Register Now to Learn The Modern-Day Approach to Long-Term Care Planning

Your First Step to Long-Term Care Planning

MEET YOUR PRESENTER

Parry J. Ward

President, Ward & Associates Financial Group

With over 22 years of dedicated experience, Parry J. Ward has been instrumental in guiding retirees and pre-retirees through the complexities of retirement planning. As the President of Ward & Associates Financial Group, he has built a reputation for educating and empowering clients to take an active role in securing their financial futures.

Mission Statement:


At Ward & Associates Financial Group, our mission is to serve individuals and couples by providing comprehensive and customized financial strategies tailored to meet their retirement needs. We are committed to helping our clients achieve their long-term goals and enjoy a more secure and fulfilling retirement. By developing reliable strategies, we aim to protect and enhance your family’s financial future.

The last thing you want during your retirement years is unexpected and unplanned expenses that may cause you to prematurely run out of money. Relying solely on accumulated assets for long-term care requires careful planning. Long-term care is not just about assets, but about funding monthly expenses and understanding the tax and estate implications of converting your assets to cash flow. It's vital for your family's well-being to recognize these factors and the potential tax benefits of early planning for efficient long-term care funding.

"Embracing external long-term care solutions not only ensures the well-being of our loved ones but also preserves the delicate balance of family roles and relationships, allowing us to provide care from a place of love rather than obligation."

UPCOMING EVENTS AND LOCATIONS:

October 25th in Pleasant Hill, CA

FROM 8 am to 2 pm

October 25th in Dublin, CA

from 1 pm to 7 pm

September 29th in Walnut Creek, CA

FROM 8 AM to 2 PM

SEPTEMBER 29TH in Dublin, CA

from 1 Pm to 7 pm

September 30th in Palo Alto, CA

from 8 am to 2 pm

September 30th in Morgan Hill, CA

FROM 1 pm to 7 PM

If these dates and locations do not work with your schedule, click on "Reserve My Seat Now!" 

and then select "Send me info about upcoming events." In the "Which Event Would You Like to Attend?" box.

RETIRE BY DESIGN EVENT AGENDA

How do you feel about your retirement? 

Read This Before Going ANY Further

REGISTRATION/CHECK-IN


Authentic Wealth

• Why wealth is more than money

• How to create generational wealth

• Why abundance is more powerful than scarcity


Secrets to a Tax-Free Retirement - Part I

• How to protect yourself from the dangers of increasing taxes and market volatility

• How to diversify and create the foundation for a tax-free retirement

• How you can benefit from tax-free income - examples, case studies and illustrations


Secrets to a Tax-Free Retirement - Part II

• How "zero is the hero" to protect your principal from market loss

• Why a max-funded insurance contract may be right for your situation • How to access a portion of your retirement nest egg tax-free


Lunch or Dinner


Cash Flow Predictability

• How to make your retirement income last as long as you do

• Why 99% of annuities in the marketplace don’t meet our strict requirements

• Discover options that allow you to increase your income during retirement to protect against inflation


Real Estate Optimization

• How to get out of debt the smartest and quickest way

• Why real estate optimization is key to a retirement of abundance

• How sending extra principal payments to the mortgage company may actually be increasing your legal and liquidity risk


© Ward-Financial - All Rights Reserved.

*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.

RETIRE BY DESIGN FAQ's...

  • What about COVID 19?
We simply ask that if you have any symptoms, exposure, or are uncomfortable attending in person that you join us on one of our upcoming webinars which can be easily attended from the comfort of your home. You can learn more and register for a webinar by going to our website: http://3dimensionalwealth.com/events. We are monitoring all local guidelines and will work to ensure a clean and safe environment for you to come and learn. 
  • Should I attend this event?
Yes! Regardless of your financial circumstance, you'll gain insight into some incredible strategies and ways to think about your money. Those that will get the most applicable information from this event typically have $100,000 or more of liquid assets or $200,000 or more accumulated in an IRA, 401k, or other plan. They often have real estate holdings or a significant amount of monthly savings and cashflow they want to utilize more effectively ($500/month or more). 
  • What are the dates for the upcoming "Retire by Design" events?
September 29th in Walnut Creek, CA at 8 am

September 29th in Dublin, CA at 1 pm

September 30th in Palo Alto, CA at 8 am

September 30th in Morgan Hill, CA at 1 pm

  • What if the above dates do not work for my schedule?
Please keep an eye on our events page at www.3dimensionalwealth.com/events. Or you can learn more about what we do at www.3dimensionalwealth.com/learn-more.
  • Can I bring my spouse or significant other?
Yes, your reservation includes a seat for your spouse or significant other. We firmly believe that "together we're better." If you have adult children, friends, or colleagues that would like to come, please have them register them separately so they receive their own confirmation and so we can order meals accordingly.
  • What should I wear?
The dress code is business casual for the event. Our meeting room are typically on the cool side, so plan accordingly and bring an additional sweater, wrap, or jacket if you get chilled easily.
  • Will food be served?
Yes, morning events will serve a lunch and our afternoon events will serve dinner. Meals are typically a box lunch or light buffet style meal. If you have special dietary needs, please feel free to bring your own meals.


  • Any other questions?
Call our office at 385-257-2577 or email us at [email protected]