Our latest edition of the Town Hall series is now available to view. This video series keeps our team informed and you up-to-date on current news and planning topics that may affect you. We value providing ongoing financial education to our clients and the public, and we appreciate you taking the time to view our Town Hall series.
Will Meneses shared a great topic with us this week: Long-Term Care. Planning for the potential of needing long-term care assistance is an important part of our process. A lot has changed in the ways we can address these potential expenses. With hybrid programs, we can leverage assets to provide for care if needed. Will takes us through some of the planning processes we employ to plan for these possibilities.
Steve Aul wraps up this Town Hall with an update on the Market. He also reminds us that reviewing allocations and profit-taking strategies are important parts of financial planning. Having too much concentration in a small group of stocks could expose you to too much risk.
Click Here to watch the Ocotber 8th Recording on YouTube
If you have questions or topics you would like to see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.