Free Educational Workshop On
Long-Term Care
YOU MAY KNOW THE RISK OF NEEDING LONG-TERM CARE…
BUT DO YOU UNDERSTAND THE CONSEQUENCES?
Two event times to choose from... 
Thursday, April 26th from 10am-11am 
OR from 5pm-6pm
The Citrus Tower | Community Room
141 North Hwy 27
Clermont, FL 34711
*Seating is limited due to venue size
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Join Chartered Retirement Planning Counselor Mike Sloan, as he walks you through his proven approach to designing an extended and long-term care plan.
Overview
At our FREE workshop, you will gain insight into the consequences of what needing care over a period of years will have on those you love and your finances.

If you accept that there is a chance you could live a long life and will need care, it is essential that you have a plan. We understand that most families use the “default plan”, which usually includes paying more out of pocket, relying on bureaucratic government programs, and using family as caregivers.

We will show you examples of how we design an extended care plan to ensure your family and finances are protected.

Our talk will give you the clarity you need to take action. It is very informative and easy to follow. Who knows, our ideas for your extended care plan may save you taxes, out of pocket costs, and most importantly reduce stress on your family.
You Will Learn...
  • How to protect your family from the burden of being your caregiver 
  • ​Why extended care planning is essential regardless of your financial situation
  • ​Why extended care is much more than a Nursing Home
  • ​How to mitigate the high cost of care with proper planning
  • ​What the current prices are for care services and facilities here in Southern California
  • ​​How to avoid the most common mistakes and pitfalls when planning for long-term care
  • ​What options you have available to pay for long-term care
  • ​How to reduce your out of pocket costs of care by 3-5 times
This is not some boring classroom setting where it's a struggle to retain the information. Mike uses real-life cases, examples, and even his own personal story to illustrate how important this type of planning is. All attendees will be able to relate to the subject matter presented.

YOU MAY BE WONDERING...

How long is this event?
This event usually runs 60-90 minutes 
Does this cost me anything to attend?
No, this event is complimentary. You will not be asked to buy anything at this event.
What does it cost me if I want to have you help me with my long-term care planning?
Well, that varies based on the complexities of your situation. We provide a complimentary initial consultation and then will provide you with all of your options.
What if I already have an advisor?
Many people who attend our workshops already have an advisor they work with. They use our talk as an opportunity to re-evaluate their choices, or gain confidence that their existing advisor is serving them well.
What's the catch?
You might be wondering why we do these types of events. Honestly, there are two reasons. First, we feel it is an important topic that too few advisors are addressing. Secondly, we know that some attendees are just using us for comparisons. However, a certain percentage of attendees will decide that their long-term care is too critical not to use a long-term care expert and will decide to work with us. That is why we do these events.
Don't miss this FREE Workshop, where you can will be able to walk away with specific actionable items you can use to prepare for your long-term care needs.

Meet your host...

Mike Sloan, CRPC

Chartered Retirement Planning Counselor

I am a Chartered Retirement Planning Counselor and Business Advisor. My specialty is helping business owners create a retirement savings plan that is for their exclusive benefit, which allows for virtually unlimited contributions, while insuring their future income from rising taxes and the risks of an unpredictable and volatile stock market, and ultimately will generate income in retirement that is TAX-FREE! 

I entered the financial services industry in 1985, after serving 4 years in the United States Navy. My industry experience includes serving as a Personal Financial Planner for a national firm, Regional Manager for a major life insurance company, Regional Director for an employee benefits consulting firm, and my current position with Camas Advice.

Today’s business owner or professional has complex business and personal financial planning needs that no single advisor can serve. 

Through my affiliation with Camas Advice, I work with a team of specialists to assist my clients in addressing the many issues today's business owner has to deal with. 

Specifically, our team can help with everything from Retirement Planning, Key Employee Retention, Business Succession, Cost Segregation, Cost Remediation, Business Valuations, Captive Insurance Companies, and more.

I am based in Clermont, FL, and I enjoy riding my Sea Doo, photography, fishing, exploring and traveling. Traveling is my passion and I have been fortunate to visit 45 states and over 20 countries. My favorite trip so far was spending 3 months backpacking across Europe.

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