FPANJ's Event: “Long Term Care Overview & Funding Strategies

FPANJ's Event: “Long Term Care Overview & Funding Strategies
Description: This presentation will provide an overview of the Long-Term Care landscape along with a discussion on funding strategies. Topics will include a discussion on alternatives for care (home care, assisted living, skilled nursing etc.) presented by a Certified Advanced Care Manager and the pros and cons of insurance versus self-funding. Learning Objectives: In this session you will learn:  Gain understanding of care options available to clients and their parents including cost ranges Mechanics of the various Long Term Care Insurance products Tax considerations of self-insuring

Presenters:


Maryann Porosky, LCSW, C-ASWCM

Director and Founder, Caring Choices

Maryann Porosky is a certified advanced care manager. Maryann received her Bachelor of Arts degree from The Pennsylvania State University and her Master of Social Work degree from Fordham University. She developed Caring Choices, a private care management practice in 1989 when the need for care management, with a counseling component was a new concept in the delivery of comprehensive services to older adults and their families.

Maryann has specialized training in working with clients who have Alzheimer’s Disease and related dementias, Parkinson’s Disease, stroke and other chronic illnesses, including psychiatric disorders. Her experience has made her expert in identifying and solving many of the complex problems that older adults and their family are facing.

 

 
Bill LaChance, CFP®, EA
Principal, WJL Financial Advisors, LLC

Bill is an independent financial advisor. Bill’s firm offers a unique flat fee program that combines financial planning, investment management, tax planning and tax preparation. Bill is a Certified Financial Planner as well as an Enrolled Agent authorized to represent taxpayers before the IRS. Bill is also a licensed insurance agent.

 

 

When
9/14/2021 10:00 AM - 11:00 AM
Where
Zoom NJ UNITED STATES

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