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Events in March 2026

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1:00 pm: Webinar: Long-Term Care Simplified — How to Protect Your Home, Family & Assets Without Going Broke

6:15 pm: Principles of Retirement Planning

1:00 pm: Webinar: Long-Term Care Simplified — How to Protect Your Home, Family & Assets Without Going Broke

6:15 pm: Principles of Retirement Planning

1:00 pm
March 18, 2026

Date & Time:
March 18, 2026
1:00 pm EST

In this webinar you will learn:

The exact steps you can take to stay in control of your care decisions and remain in your home longer—instead of letting the system decide for you
The real cost of long-term care and how it can jeopardize your retirement, your home, or your farm if you don’t plan ahead
Why Medicare and Medicaid often fail when home care is needed—and what smart, proactive planning must do instead
How the “One Big Beautiful Bill” changed key laws that could significantly impact your long-term care and asset protection strategy
Whether adding “Caregiver Trust” provisions to your estate plan could protect your wishes, your family, and your assets when care is needed
How to leverage the assets you already own to pay for care without sacrificing your current lifestyle or financial independence

6:15 pm
March 19, 2026

Location: Maggiano’s 4400 Sharon Rd, Charlotte, NC 28211
Details:

Identifying and Managing Retirement Risks: Understand key risks like inflation, longevity, market volatility, taxes, and survivorship, and learn strategies to mitigate them.
Building a Sustainable Income Plan: Balance essential and lifestyle expenses while prioritizing income protection over savings goals.
Leveraging Financial Tools and Strategies: Explore options like Roth IRA conversions, inflation-protected investments, and long-term care policies to secure your retirement.
Adapting to Life’s Uncertainties: Learn how to prepare for unexpected events like healthcare costs and market downturns through effective planning.

18 1:00 pm: Webinar: Long-Term Care Simplified — How to Protect Your Home, Family & Assets Without Going Broke 1:00 pm: Webinar: Long-Term Care Simplified — How to Protect Your Home, Family & Assets Without Going Broke 1:00 pm March 18, 2026 Date & Time: March 18, 2026 1:00 pm EST In this webinar you will learn: The exact steps you can take to stay in control of your care decisions and remain in your home longer—instead of letting the system decide for you The real cost of long-term care and how it can jeopardize your retirement, your home, or your farm if you don’t plan ahead Why Medicare and Medicaid often fail when home care is needed—and what smart, proactive planning must do instead How the “One Big Beautiful Bill” changed key laws that could significantly impact your long-term care and asset protection strategy Whether adding “Caregiver Trust” provisions to your estate plan could protect your wishes, your family, and your assets when care is needed How to leverage the assets you already own to pay for care without sacrificing your current lifestyle or financial independence CLICK HERE TO RSVP

19 6:15 pm: Principles of Retirement Planning 6:15 pm: Principles of Retirement Planning 6:15 pm March 19, 2026 Location: Maggiano’s 4400 Sharon Rd, Charlotte, NC 28211 Details: Identifying and Managing Retirement Risks: Understand key risks like inflation, longevity, market volatility, taxes, and survivorship, and learn strategies to mitigate them. Building a Sustainable Income Plan: Balance essential and lifestyle expenses while prioritizing income protection over savings goals. Leveraging Financial Tools and Strategies: Explore options like Roth IRA conversions, inflation-protected investments, and long-term care policies to secure your retirement. Adapting to Life’s Uncertainties: Learn how to prepare for unexpected events like healthcare costs and market downturns through effective planning. REGISTER HERE