YOU'RE TOO LUCKY FOR THIS IMPORTANT COURSE THIS COURSE IS NOT FOR YOU YOU WON'T NEED IT

Transcription

1 YOU'RE TOO LUCKY FOR THIS IMPORTANT COURSE THIS COURSE IS NOT FOR YOU YOU WON'T NEED IT

2 YOU'RE LUCKY You are one of the lucky 3 out of 10 who are 65 or older who will be lucky enough not to need some type of long term care. Those other 7 out of 10 will need to know about the options for financing the cost. Thankfully, you will not have to worry about the cost, which could be about $70, a year. But because you will probably know someone that will be one of those unlucky 7 out of 10, maybe you could join us or pass the course info along to them. You could tell them something like this YOU WON'T NEED IT

3 YOU'RE LUCKY TELL YOUR F R I E N D S "Don t expect this to be your typical financial presentation as Ben Graham does not do typical". Also, warn them that they might forget they're in a class and think they are on a game show. You could say "That's his way of having fun while the learning sneaks up on you." Make no mistake, this is a serious topic but that doesn't mean it has to be dull. Tell them... "Because about 7 out of 10 people over 65 will need extended care in some form, you might want to learn how to prioritize and structure your assets now, just in case." Tell them... "You'll probably be surprised at how many options are available to pay for care. Did you know there are at least 5 different ways?" Most people ignore this topic but you're too smart for that. Ben is going to help you answer the BIG question Is it best to self-insure OR push the risk off to an insurance company? He is going to examine myths & facts in this one time only, two hour course. You can even him ahead of t i m e w i t h y o u r q u e s t i o n s. " BENGRAHAM@NICOMILES.COM Ben's #

4 REGISTER I N F O CALL "LLI" TO REGISTER CALL THE LIFELONG LEARNING INSTITUTE (LLI) AT EDISON STATE COLLEGE FOR THIS CLASS Here is LLI's phone # Date: Nov. 4th 2013 Time: 10:00 am Location: Edison State College Punta Gorda Campus Airport Rd. Punta Gorda, FL WHO IS BEN GRAHAM? Ben is a returning instructor to the Lifelong Learning Institute. He is an Independent Financial Advisor and owner of Nico Miles Wealth Management. He has endured his share of boring lectures about investing and financial planning. He believes that financial education is too important to be dry and boring. This is why he has such an informal presentation style. He is not afraid to have fun. He produces short educational videos at NicoMiles.com Ben specializes in helping people through the financial aspects of life's transitions, many of whom are women. When planning for a change like retirement or dealing with the loss of a spouse, he can help. Ben started his career with AG Edwards but has been independent since He lives in Punta with his two sons and wife.

5 NICOMILES.COM LEGAL STUFF Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through Independent Financial Partners, a registered i n v e s t m e n t a d v i s o r a n d separate entity from LPL F i n a n c i a l. T h e r e i s N O GUARANTEE that you will be lucky enough not too need Long Term Care in some form.

6 NICO MILES WEALTH MANAGEMENT ADVICE FOR CHANGE. ADVICE FOR LIFE. NICOMILES.COM