Event Detail

This event has already taken place! Please make sure you are in the correct year. ×
Mar
03
Tuesday
Mar
03
Tue
Education :: Classes
Distribution, Longevity, Long-Term Care and Family Planning Risks
6:30 PM
Lifelong Learning Center
Description:
What is the impact of taking
distributions out of my investments in
a declining market? How much can I
distribute yearly out of my investments
and not outlive my money? What will
be my quality of live based on my current
financial plan? What will be the
financial burden on my spouse and
family if I need long-term care? What
options do I have to help mitigate the
financial burden of long-term care
costs? Who are your Guardians and
Conservators for minor children, you
and your spouse if you die or are
incapacitated? Has this been documented?
You don’t know what you
don’t know.
B-FI07 Dickinson LLC $25
# Sessions-2 Day-Tu Th, 3/3-3/5
6:30 PM-8:00 PM Banna, Jamison
Age Group: All Ages
Venue: Lifelong Learning Center
Address: 311 S Curtis St Missoula, MT 59802
Phone: 406-549-8766

Add Event to Calendar: