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  • Bookkeeper's Guide To: Long Term Care Insurance, Medicare Planning and Senior Care Living Options

Bookkeeper's Guide To: Long Term Care Insurance, Medicare Planning and Senior Care Living Options

  • Tuesday, July 23, 2019
  • 6:00 PM - 8:30 PM
  • Apollonia Bistro
  • 12

Registration

  • Register at least 5 days prior to the meeting to receive this discounted rate. Because of the need to guarantee the count of people to the restaurant, we are unable to provide refunds if you are unable to attend.
  • Register at least 5 days prior to the meeting to receive this discounted rate. Because of the need to guarantee the count of people to the restuarant, we are unable to provide refunds if you are unable to attend.
  • Because of the need to guarantee the count of people to the restaurant, we are unable to provide refunds if you are unable to attend.

Registration is closed

Please join us for our next BGSD monthly meeting on Tuesday, July 23rd at 6:00 p.m.  Our meeting location is Apollonia Bistro in UTC.

Long Term Care Insurance advisor, Kevin Leinum, will take us on a deep dive of current LTC options, pros and cons.  Kevin will also update us on Medicare planning, as well as some of the most important things to look for when considering Senior Care Living options.

About Our Speaker, Kevin Leinum

Kevin Leinum is a local insurance advisor with Capstone Insurance Services.  He assists people with long-term care insurance, Medicare planning, and Senior Care Living options.  Kevin's mission is to help educate and protect individuals and families from the costs of a further long-term care event as well as help them navigate Medicare options.,  As an independent agent, Kevin represents the top carriers in the market and can customize a plan to meet a variety of needs.,  Kevin also offers a free service hleping families learn about Senior Care Living options.  He will share the most important things to look for in an independent living facility. 

Join us and gain up-to-date information on all three topics and receive valuable Bookkeeping entry tips on the deduction options for individuals and business entities.

Registration through 07/18/2019 is $28.00 for Members and Associate Members and $36.00 for Non Members.  The event includes a three-course meal and educational presentation.  For late registration on or after 07/19/2019 the event fee is $45.00. The fee must be prepaid at the time of registration. Unfortunately, refunds are not available to those who register but are unable to attend. Due to limited space and the restaurant’s requirements, walk-ins without registration cannot be accommodated. Space is limited; please don't delay.  Register today. 

Also, please put the August meeting on your calendar - Tuesday, August 27th. Brett Gottleib will be presenting on the new Social Security rules, since the recent tax law changes were enacted.

We look forward to seeing you!


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