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Our primary regulator, FINRA, provides numerous investor education materials. One
resource is BrokerCheck, which provides information about firms and financial advisors.

"Demystifying Long Term Care Planning" Lunch ' N Learn

Join us for this presentation with guest speakers Scott Fischer of Options For Senior Living and Rick Nefzer of Independent Planners Group.  

Scott & Rick will break down the myths and facts of Long Term Care planning and we will learn about:

  1. Not planning IS really planning for a problem
  • The time to plan is now for boomers - our parents have been largely unprepared
  • The real cost of care today and in the future
  • Education & information truly makes a difference 
  • Caregiver solutions & local facilities

Even if you think this doesn't apply to you right now, there may be a friend or family member wwho could benefit from this information, so we hope you will join us!

Register Now



Event Details




11:30am to 1:00pm


Our Office Bldg, Plaza Level, Ste P-120