Aging with a Plan

Aging with a Plan

Summit Hills Country Club IncCrestview Hills, KY
Tuesday, June 2  •  3 PM - 4:30 PM
Overview

A practical discussion—covering financial, legal, property and healthcare decisions families must prepare for as loved ones age.

Planning for aging—whether for yourself or a loved one—is one of the most important (and often avoided) conversations families face.

If you’ve ever wondered:

  • What happens if a parent suddenly needs care?
  • How do we pay for it without draining savings?
  • Who makes decisions—and how do we avoid family conflict?

You’re not alone.

Join us for “Aging with a Plan,” an educational seminar designed to help you prepare for the financial, legal, healthcare, and housing decisions that come with aging—before a crisis happens.

As your financial “quarterback,” we help coordinate every part of the plan so nothing falls through the cracks.


What You’ll Learn

  • The true cost of long-term care—and how families actually pay for it
  • Differences between home care, assisted living, and nursing care
  • The key legal documents everyone needs (Trust, Will, POA, Healthcare Directive)
  • How to navigate Medicare, Medicaid, and long-term care options
  • How to avoid costly financial and estate mistakes
  • How to have productive family conversations without conflict

Who Should Attend

  • Adults with aging parents
  • Individuals planning ahead for their own future
  • Families who want clarity and a plan—not guesswork


Reserve your seat today—don’t wait until a crisis forces these decisions.



Mike Weckenbrock offers products and services using the following business names: Premier Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with Premier Planning Group or with any other entities mentioned herein.

A practical discussion—covering financial, legal, property and healthcare decisions families must prepare for as loved ones age.

Planning for aging—whether for yourself or a loved one—is one of the most important (and often avoided) conversations families face.

If you’ve ever wondered:

  • What happens if a parent suddenly needs care?
  • How do we pay for it without draining savings?
  • Who makes decisions—and how do we avoid family conflict?

You’re not alone.

Join us for “Aging with a Plan,” an educational seminar designed to help you prepare for the financial, legal, healthcare, and housing decisions that come with aging—before a crisis happens.

As your financial “quarterback,” we help coordinate every part of the plan so nothing falls through the cracks.


What You’ll Learn

  • The true cost of long-term care—and how families actually pay for it
  • Differences between home care, assisted living, and nursing care
  • The key legal documents everyone needs (Trust, Will, POA, Healthcare Directive)
  • How to navigate Medicare, Medicaid, and long-term care options
  • How to avoid costly financial and estate mistakes
  • How to have productive family conversations without conflict

Who Should Attend

  • Adults with aging parents
  • Individuals planning ahead for their own future
  • Families who want clarity and a plan—not guesswork


Reserve your seat today—don’t wait until a crisis forces these decisions.



Mike Weckenbrock offers products and services using the following business names: Premier Planning Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with Premier Planning Group or with any other entities mentioned herein.

Good to know

Highlights

  • 1 hour 30 minutes
  • In person

Location

Summit Hills Country Club Inc

236 Dudley Pike

Crestview Hills, KY 41017

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