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Future Care: Building a Sustainable Long Term Care Plan
RSVP to attend this virtual event hosted by Dean Mioli, CPA, CFP®, and Clinton R Smedley, CFP®, CLU®, CPWA®
Presented by Dean Mioli, Director of Investment Planning
A Citadel Wealth Management Webinar
Long-term care is one of the most significant—and often overlooked—pieces of a comprehensive financial strategy. Whether care is needed at home, in an assisted living setting, or through skilled nursing, having a plan in place can help protect your financial independence, lifestyle choices, and peace of mind.
Join Dean Mioli, CPA, CFP®, Director of Investment Planning, and Clinton Smedley, CFP®, CPWA®, CLU®, for an informative session designed to help you understand your long-term care options and how thoughtful planning can create clarity and confidence for the future.
What We'll Cover:
- Why planning for long-term care is critical to your financial strategy
- The real cost of care and its potential impact on your savings
- Tax efficient planning to help preserve your wealth
- Solutions are designed to be tailored to your lifestyle and care preferences
- Real life case studies
This session is designed for individuals approaching or in retirement, families evaluating future care needs, and anyone seeking to proactively plan for long-term care while maintaining financial independence, flexibility, and control.
Planning to attend? Click here to register.
Citadel Wealth Management is a marketing name of Cetera Investment Services. Securities and insurance products offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investments are offered. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.