Event

Senior Living Financial & Legal Mistakes to Avoid: Lunch-and-Learn

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Planning for senior living doesn’t have to feel overwhelming. Whether you’re helping a loved one or preparing for your own future, this educational event will give you the tools to make confident, informed decisions about the road ahead.

Choose the date that works best for you!
• Wednesday, July 30
• Wednesday, August 20
• Thursday, September 25

We’ll cover topics that matter most to families:
• How to pay for assisted living and memory care
• What financial benefits you may be entitled to (and who • qualifies)
• Little-known tax deductions for long-term care
• Which legal documents every family should have in place
• Strategies for protecting assets and planning your legacy

Registration: 11:30 a.m. | Seminar + Lunch: 12:00 – 1:00 p.m.
Location: Juneberry Room at HearthStone at Nona Lakes

Seating is limited. RSVP 5 days before your chosen date by calling (689) 319-8285.



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