August 29th, 202411:30 a.m. Central

August 29th, 2024 | 11:30 a.m. Central

Virtual

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Long-Term Health Care: Exploring Your Options & Costs

When is the best time to start considering long-term care options? Most professionals will tell you to do so before you need it. As policy costs go up the longer you wait, it's often recommended to start exploring options by the time you reach age 55. People also commonly underestimate how long they will live and what their health care needs will be as they age. Planning early for the care you may require will give you time to assess your choices, minimize potential costs, and have important conversations with family. In this session, Chief Planning Officer Jeffrey Levine will share how to consider the need for long-term care into your financial plan.

He’ll cover:

  • Potential health care costs and need for long-term care
  • What Medicaid covers and why even financially secure individuals should care
  • Types of insurance plans available
  • Tax implications

Thank you for the interest in our recent virtual event!

To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.

Resources

Featured Speakers

  • Jeffrey Levine, CFP®, CPA, PFS, CWS, AIF, RICP, ChFC®, BFA™

    Chief Planning Officer

    Learn more about Jeffrey

    Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with the Buckingham team to create a seamless and enjoyable experience for clients that makes it easy to plan and instill confidence as they work towards their most important goals.

  • Don Rochleau, CFP®

    Director of Client Development

    Learn more about Don

    As the director of client development, Don helps ensure clients and prospective clients have an outstanding experience as they begin their relationship with Buckingham. His collaborative working relationship with Buckingham's diverse, experienced wealth advisory teams enables him to help prospective clients find the ideal fit based on their unique goals and circumstances.

Other Upcoming Events

  • July 20th, 2023 | 11:30 a.m. Central

    Virtual

    Preventing Identify Theft: How to Defend Your Finances

    As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.

    You’ll learn strategies to fend off common identity theft tactics, including:

    • Establishing credit in your name
    • Filing a fraudulent tax return on your behalf
    • Compromising your online accounts
    • Engaging in other malicious activities
    Event Details

  • January 30th, 2025 | 11:30 a.m. Central

    Virtual

    Tax Planning Strategies for 2025

    Whether it’s income, investments, retirement savings, or estate planning, taxes affect nearly every aspect of your financial life. Strategic tax planning can help reduce liabilities and improve your overall financial position.

    Event Details