The Latest Long-Term Care Asset Protection Strategies
Instructor: Daniel R. Williams, CLU®, ChFC®, CFP®
The high cost of long‐term care can wipe out a family’s life savings in a short period of time. Unfortunately, many families are faced with this situation, finding themselves at the mercy of an under‐funded government Medicaid system with limited choices. Recent legislative changes have created many questions surrounding planning techniques:
All of these questions and more will be clearly answered in this very important one night seminar.
Understanding Medicare
Instructor: Daniel R. Williams, CLU®, ChFC®, CFP®
If you are close to age 65 or already on Medicare, this class is for you! The class is designed to fully enlighten you on how Medicare works and the different health care choices available to those age 65+.
Demystifying Social Security
Instructor: Daniel R. Williams, CLU, ChFC, CFP®
Deciding how and when to claim Social Security is one of the most critical financial decisions a person will make in his or her lifetime. By not understanding the many complex rules surrounding Social Security, you could leave thousands of dollars on the table.
These questions and many more will be answered in this very important seminar.
About the Instructor:
Daniel R. Williams, CLU®, CHFC®, CFP®, is a Certified Financial Planner and has been named as one of Boston's top planners in Boston Magazine and The Wall Street Journal.
Special Offer For Dover Group Clients:
Classes are free of charge for any Dover Group clients. Please contact Kathleen DeBlois at 508-598-1249 to reserve a seat. To receive a course catalog, please contact the schools directly.
As your financial partner, our mission is to provide you the information you need to make the choices that matter most in your life.
The Dover Group
900 Washington Street,
Elm Bank Horticulture Center
Wellesley, MA 02482
Phone: 781-416-1840
Fax: 781-416-1841
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