For many families, long-term care planning is one of those conversations that gets pushed off until it suddenly becomes urgent. But on Wednesday, June 10, Citadel Wealth Management is giving people an opportunity to approach it proactively instead of reactively.
Citadel Wealth Management will host “Future Care: Building a Sustainable Long-Term Care Plan,” a virtual webinar designed to help individuals and families better understand the financial, emotional, and lifestyle considerations that come with planning for long-term care. The webinar will take place from 12-1 PM and is open to those looking to protect both their independence and long-term financial well-being.
The session will be led by Dean Mioli, Citadel Wealth Management’s Director of Investment Planning, and Clinton Smedley, who will walk attendees through real-life case studies and planning strategies aimed at preparing for future care needs before a crisis occurs. Topics will include the true cost of care, tax-efficient planning approaches, and personalized strategies designed to align with different lifestyles and financial goals.
The conversation comes at a time when long-term care costs continue to rise nationally and more families are realizing how quickly unexpected healthcare expenses can impact retirement savings and financial security. Financial experts increasingly stress the importance of early planning, particularly as Americans live longer and healthcare needs become more complex.
This session is designed for individuals approaching or in retirement, families evaluating future care needs, and anyone seeking to proactively plan for long-term care while maintaining financial independence, flexibility, and control.
Planning to attend? Register at Citadel Wealth Management. Can’t attend live? The webinar will be recorded, and all registrants will receive a copy.
