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Long-Term Care Planning

A Free Presentation to Learn About Long-Term Care Tax and Protecting Your Assets

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Presented by Erik Olson CRPC®, RFC®, Independent Financial Advisor
and Jason O’Barr, Regional Vice President at Ash Brokerage.

Multiple states are considering implementing a long-term care tax, and Minnesota is one of them. We’re here to help you navigate this to make the best decision you can and protect your assets. Join us on Tuesday, November 28th at 5pm at Pinstripes in Edina for appetizers, drinks, and discussion. Come enjoy for FREE!

What to expect

A Brief Presentation

An educational presentation by Erik Olson CRPC®, RFC®, an Independent Financial Advisor with Lakepoint Advisors and Jason O’Barr, Regional Vice President at Ash Brokerage.

Open Discussion

An opportunity to ask professionals about your options and learn more about the pros and cons of long-term care.

Food & Drinks Provided

Learn about protecting your income and potential life-long taxes all while enjoying delicious food and drinks at Pinstripes in Edina.

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Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.  

 

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.  

 

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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