Tuesday Jul 16, 2013
12:00 PM - 1:30 PM CDT
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12 Noon
Registration with Lunch & Networking
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12:30 - 1:30 PM
Presentation
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Community Room
Jack Russell Memorial Library
100 Park Avenue
Hartford
Registration Required!
$5 Chamber Members
$10 Non-Chamber Members
Includes light lunch and refreshments.
Long Term Care Strategic Planning
Tuesday, July 16, 2013
Jack Russell Memorial Library
100 Park Avenue, Hartford
Registration Required!
Registration with Lunch & Networking: 12 Noon
Presentation: 12:30 pm to about 1:30 pm
Cost: $5 Chamber Members -- $10 non-Chamber members
Jay Luedtke and David Claussen are this month’s hosts and will be talking about long term care to clarify misconceptions about the long term care industry. Specifically, changes in long term care need, how to fund it, and how to evaluate long term care options.
They will also be providing information on how to use tax free dollars to fund premiums.
Attendees will learn how long term care can impact their retirement, their family and their estate strategy.
ABOUT THE PRESENTERS
Jay Luedtke has been with Northwestern Mutual for 3 years and has earned the role as long term care specialist. He is responsible for in-depth training to all new representatives in long term care within the agency.
David Claussen has been with Northwestern Mutual as a financial representative for the past year and has been actively involved in the community of Hartford. His passion and conviction to help clients with the long term care side of planning comes from experiencing this need first-hand with his family, and because of this he has a strong desire to help educate people on the importance of adding this to their financial plan.