Understanding and Planning for Long-Term Care - IN-PERSON SEMINAR

Did you know, nearly half of adults (45%) have not discussed their potential long-term care cost with anyone1 and only half of adults (50%) feel knowledgeable how to plan for long-term care.1 Do you relate to one of these statements? Do you want to learn more so you will be better prepared for future decisions about long-term care? Join Amanda Van Schaik, CFS* Financial Advisor and her special guest Dave Harris, VP – Insights & Solutions Field Team of Nationwide®, as they present the basics of understanding and planning for long-term care. During this seminar, learn about: • Why long-term care cost planning is important • Long-term care cost challenges • How to create a long-term care cost plan Dave is a founding member of the Nationwide Retirement Institute®, where he serves as an Insights & Solutions Field team member. He joined Nationwide® in 1997, where he honed his skill set and in-depth knowledge of financial services across various roles, providing him with a comprehensive view of client needs on a holistic level. As a national speaker and thought leader for a FORTUNE 100 financial services company, Dave has developed a passion for delivering high-energy, captivating and results-oriented presentations that provide significant value. He has been featured in national publications as a thought leader in health care cost and retirement markets and has touched nearly every corner of the continental United States with his training, education and storytelling. * Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered brokerdealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Wright-Patt Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Before deciding to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to; investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock.