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“Aging in Place from a Planning, Legal and Financial Perspective” – Seminar in Surprise

March 25 @ 3:30 pm - 5:00 pm

Please join us for a COMPLIMENTARY seminar where Managing Partner Matt Dana, Denise Kaye with Connections in Home Care LLC, and guest speaker David Monheit, Founder, CPA, PFS with Monheit Frisch Group PLC, will discuss:

  • Financial options of in-home care
  • Long term care policies
  • Asset Protection Planning with a Revocable Trust
  • Importance of having a Medical and a Financial Power of Attorney
  • Importance of having a Mental Health provision
  • Long Term care insurance
  • Laddering policies

Event Registration

Details

Date:
March 25
Time:
3:30 pm - 5:00 pm

Location

Monheit Frisch Group
12455 W. Bell Road
Surprise, Arizona 85378
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Phone:
623-975-7506
Website:
https://monheitfrisch.com