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On-Demand

ON DEMAND: Wealth Management Series: Long-Term Care and Senior Living


Course Number: C3425NC04O
Original Program Date: February 11, 2025
Duration: 1 hour 2 minutes
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Category: Communities, Administrative Law and Agency Practice, Antitrust and Consumer Law ... (show more)
Category: Communities, Administrative Law and Agency Practice, Antitrust and Consumer Law, Arts, Entertainment, Media and Sports Law, Corporation, Finance and Securities Law, Criminal Law and Individual Rights, District of Columbia Affairs, Early Career Lawyers, Environment, Energy and Natural Resources, Estates, Trusts and Probate Law, Family Law, Government Contracts, Health Law, Intellectual Property Law, International Law, Labor and Employment Law, Law Practice Management, Law Student, Lawyer Well-Being Community, Litigation, Public Interest and Courts, Real Estate, Housing and Land Use, Taxation, Tort Law (show less)
Credit: 0 CLE Credit Hours

Planning for senior living requires careful consideration of both short-term and long-term financial objectives, especially when a move to a retirement or senior living community is considered. Retirement income, savings, and investments should be analyzed in relation to potential healthcare costs and adequate insurance coverage. Depending on the type of facility and level of care needed or desired, the cost of living in a senior living community can be steep and financially derailing. Planning wisely for such life transitions is essential to help family and loved ones lessen financial burdens. We always say: you do not need to have long-term care insurance, but you do need to have a plan.

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Sponsored by: D.C. Bar Communities Office 
Related Communities of Interest: D.C. Bar Estates, Trusts and Probate Law Community;  D.C. Bar Family Law Community;  D.C. Bar Health Law Community; D.C. Bar Real Estate, Housing and Land Use Community
 

Speakers:

  • Alp Atabek, Founder & Managing Partner, HUB Investment Partners (formerly AFS Financial Group) 
  • Jason Dahl, Partner & Director of Financial Planning Services, HUB Investment Partners (formerly AFS Financial Group) 
Your PriceStandard
Non-Member$40.00
D.C. Bar Member$30.00
D.C. Bar Premium Community Member$0.00
D.C. Bar Regular Community Member$15.00
Law Student Community$15.00
Government & Nonprofit AttorneysStandard
Non-Member$15.00

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