Sun City, AZ (Change Location)

Feb 21, 2023 1:00 PM

Topic Tuesday Event: ALTCS 101: How to Protect Assets from the Cost of Long Term Care

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Katie B.

Join Home Instead of Sun City, AZ for a Topic Tuesday Event!

ALTCS 101: How to Protect Assets from the Cost of Long Term Care
Most people don’t have enough income and assets to afford the exorbitant cost of long-term care (or it would leave the healthy spouse virtually broke). For these people, ALTCS is often the best option to cover the bill.

You may have heard that to qualify for ALTCS, you have to spend almost all your money and have very low income. This is FALSE!

The truth is, almost no amount of assets or income is too much in terms of qualifying for ALTCS. Learn how Stronghold Financial qualifies their clients for ALTCS in this one-hour talk.

Stronghold Financial specializes in re-positioning assets to preserve 100% for the healthy spouse, or 50-75% for the estate’s beneficiaries using creative strategies that are federally-approved, 100% legal, and render the dreaded five-year look-back irrelevant.

Stronghold will share their real world, hands-on expertise and how they can provide ALTCS qualification in about 4 weeks versus the industry average of 3-6 months.

BIO:
Prior to starting Stronghold, Katie spent her entire career in estate and retirement planning. She witnessed the stress her dear grandmother “Mimi” experienced when her grandfather moved into a skilled nursing facility for the last 2.5 years of his life, and knew there had to be a better way.

Stronghold Financial now specializes in ALTCS planning. and is known for getting approvals in an average of only 4 weeks!

They prevent their clients from having to spend down all of their assets in order to be financially eligible for the program. Stronghold can protect 100% of the assets for the healthy spouse in a married couple, and 50-75% of the assets for the kids of an unmarried individual - while qualifying the individual in need of care for the ALTCS program at the same time.
https://www.strongholdfin.com/

WHEN:
Tuesday February 21, 2023 at 1 PM!

WHERE:
14621 N Del Webb Blvd, Sun City, AZ 85351

Topic Tuesday Events are Community Talks about topics pertinent to our aging community provided by Home Instead of Sun City and our wonderful community partners!

These Events will be hosted monthly at our Sun City Office at 14621 N Del Web Blvd. There will be refreshments and social time to follow! RSVPs are accepted, but not required. New Topics Each Time!!

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