Sep11
Event Details
| Date |
9/11/2024 |
| Time |
7:00pm - 8:00pm |
| Location |
Cellar 626
626 Lincoln W
Ames, IA 50010
see map
|
| Contact |
Joni Kellen
(jkellen@nw.bank)
|
Planning for Long Term Care
You can never really know what the future holds for you and your loved ones. The best time to plan for long-term care is before you need it. Regardless of your total wealth, Long Term Care insurance can be an efficient tool to help provide care when it's needed most while protecting your lifetime savings. How have you planned for a long-term care?
In this session:
- Learn when you should consider long-term care planning.
- Understand the components of long-term care insurance and the impact of current trends.
- Hear what options are available that you should consider.
We look forward to seeing you!
Wednesday, September 11, 2024
7:00 pm - 8:00 pm Presentation | Q & A session to follow
Cellar 626 | 626 Lincoln Way, Ames, IA
(The Speakeasy at Cyclone Liquors - Drinks & Appetizers will be served.)
Space is limited. RSVP by September 9th to Joni Kellen at 515.598.1358 or at the link below.
RSVP Today
We invite you to this free event with special guest, Austin Hultquist, Senior Insurance Strategist with Collaborative Insurance Solutions. Austin joined Collaborative Insurance Solutions as an intern in 2016. Growing up in a small town in Northwest Iowa, working in the family business, Austin learned to value hard work and the importance of good client-customer experience. Austin graduated from Iowa State University’s Ivy College of Business in 2018, earning a bachelor’s degree in Finance and Management with a minor in Entrepreneurial Studies. Austin is passionate about helping others.
Presenter:
| 
|  |
AUSTIN HULTQUIST, Senior Insurance Strategist | |
Sponsored By:
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured. No Bank Guarantee. May Lose Value.
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