Sep28
Event Details
| Date |
9/28/2022 |
| Time |
4:00pm - 6:00pm |
| Location |
Railcar Modern American Kitchen
1814 N 144th St
Omaha, NE 68154
see map
|
Join Us for Happy Hour &
Gain Insights On Planning For Long-Term Care!
WHEN: Wednesday, September 28th | 4:00 pm - 6:00 pm
WHERE: Railcar Modern American Kitchen | 1814 N 144th St Omaha, NE 68154
RSVP Today
You can never know for sure if you or a loved one will need assistance with daily activities. Hopefully you never will, but age, illness, and injury can change your needs, sometimes suddenly and unexpectedly. The best time to plan for long-term care is before you need it.
Hear From Our Experts On:
- Understanding the components of long-term care planning.
- The current trends in the cost of long term care.
- Your options for planning for these potentially significant expenses.
Who Should Attend:
- If you are concerned about health care costs consuming your savings.
- If you question if your nest egg will last throughout your lifetime.
- If you have questions about how future healthcare costs will impact your financial plan.
Space is limited.
Please RSVP by Saturday, September 24th to James Shoquist at 402-677-7475 or jshoquist@nw.bank
Meet Our Presenters
JAMES SHOQUIST
Wealth Advisor at Northwest Wealth Management
James Shoquist was raised in southwest Wisconsin. He joined the United States Air Force in 1999, serving honorably until 2005. After his service in the Air Force, James earned a Bachelor's degree from University of Nebraska-Omaha in 2007. Upon graduation he entered the financial services industry as a Financial Advisor with Wells Fargo. In May 2014 James joined the Northwest Wealth Management team.
Focused on a high fiduciary standard and financial planning, James advises clients using an academic approach to provide the best odds of achieving their goals while managing risk. He proactively sets the stage to continue the process of financial stability and goal making. Whether you are in your wealth accumulation period or you are currently retired and looking to consolidate, James is eager to provide value to your family.
ERYKA MOREHEAD, CAP, CLTC, LACP
President & CEO Collaborative Planning Group
Eryka has worked on behalf of families and family-owned businesses her entire life. Growing up, she worked on her parents’ Christmas Tree Farm. Throughout college, she worked for a family-owned business. For over ten years, she has held various positions in the insurance industry.
Eryka founded Collaborative Planning in February 2016 to offer the best solutions possible to the clients of wealth advisory firms. As a completely independent entity, Collaborative Planning can find the products and services that are needed to mitigate the exact risks of a client’s situation. This gives wealth advisors the opportunity to fully serve their clients in risk management products outside of their investment advice. It gives Eryka a sense of satisfaction, knowing that she’s able to help families and businesses across her native Midwest and the entire country.
Questions?
Please reach out to info@invest-northwest.com or give us a call at 800.678.4105.
Contact a Wealth Advisor
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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