Financial Workshop Series

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Life Insurance, Life Settlements and Long-Term Care… the Myths, Realities and Opportunities:

Planning Positively Ahead for the Financial and Personal Challenges of Aging

Join us for an important conversation so you can further understand:

* Misconceptions and importance of Life Insurance, Life Settlements and Long-Term Care

* Consequences of (ever) needing extended care for those you love and your retirement plans

* Options for protecting your family/partner and finances

* Unique strategies to leverage unneeded, unaffordable and under performing life insurance policies for personal retirement, special needs and caregiving

* Distinguished way of giving to your preferred charity during your lifetime

Presented by Randy Wubs, CLTC

Randy is a licensed professional and helps private clients, business owners and financial, legal and tax professionals create plans that protect the financial, physical and emotional well-being of their families.

We will be meeting online via Zoom due to Coronavirus restrictions.  If you are interested in attending please send an email to and we will send you an email with meeting details.

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