Sep21
Event Details
| Date |
9/21/2021 |
| Time |
12:30pm - 1:30pm |
Financial Foundations Webinar: Planning for Long Term Care
FREE Webinar | Tuesday, September 21st | 12:30 pm - 1:30 pm
Registration is unavailable, as this Webinar has already occurred.
Presentation will be 30 - 45 minutes with Q & A session to follow. There are 500 seats available for this FREE webinar, reserve your seat 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.
Are you concerned about the effect rising healthcare costs may have on your nest egg? Hear from experts on the current trends in the cost of long term care, and look at the options for planning for these potentially significant expenses. We invite you to register today!
IN THIS SESSION: 
- Hear about the emotional journey of assisting family members with long term care needs.
- 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.
Mark Your Calendars For Our Financial Foundations Webinars
November 16th | Charitable Giving
Meet Our Presenters
RYAN HERVEY, JD
Wealth Advisor at Northwest Wealth Management
Ryan D Hervey is the lead Advisor on our Wealth Management team in West Des Moines, having joined Northwest in 2013. Ryan’s mission is to impact the lives of his clients through a deep understanding of their core beliefs and a desire to build rich relationships. His highly analytical and risk savvy approach to problem solving blended with his casual, conversational style makes for a client experience built on connection and communication. Starting with a crisp client discovery process honed through his legal background, deep conversations lead to plans that balance his clients’ desires for meaningful lives and legacies. Ryan works primarily with individuals, closely-held businesses, and 401(k) plans.
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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