Thank you to everyone who joined our July 29th Town Hall! Here’s a quick recap, along with the video link.
[Watch the full Town Hall video here]
Tracey covered long-term care planning, including common misconceptions about what Medicare actually covers, the real cost of extended care, and options to help protect a retirement plan against that risk. She also gave a preview of an upcoming Long-Term Care Masterclass Lunch, with details to come.
Steve gave an update on where the markets stand year-to-date, what’s been driving recent performance and volatility, and a strategy some clients are using to lock in gains to help add more protection to their portfolios.
If any of this raises questions for your own situation, reach out to schedule time with Steve or Tracey. Give us a call at (636) 230-8824 or email info@aulfg.com.