Kelli was invited to present in the YMCA Healthy Aging Community Cafés. They bring together those who are 55+ to build health in spirit, mind, and body so that we thrive with greater purpose, connection, and well-being.
Topic: Planning For & Financing Long-Term care
Description: The risks of future long-term care needs are increasing and becoming more complicated! Join Kelli, with more than 35 years of experience, to learn the practical steps necessary to outline your Plan B. This includes insight into why it’s so important for those you care about, along with financing.
Registration link: https://ymcapkc-org.zoom.us/meeting/register/tZYudu6upjMpG9N3-5YgWgG1JyytLUTOaf_4#/registration
Each café is an hour-long Zoom call starting with a large group time of welcome. The next 15 minutes is spent with an expert talking about the designated subject for the day, followed by a 20-minute reflective dialogue in small groups about the subject. Everyone is invited to listen and contribute as they feel comfortable. The large group gathers back the last 5 minutes for a note of encouragement.
Investment advisory services are offered through Golden State Equity Partners, LLC (“GSEP”), an investment adviser registered with the U.S. Securities and Exchange Commission. Longevity Wealth is a DBA of GSEP. CA Insurance Lic# OH03261