McLean to host first of three “So Much More” Educational Series

“Financial Readiness through Retirement and Beyond: Preparing for a more secure future by understanding income generation, legal preparation and insurance needs after 50.”

Monday, February 10 1:00 – 2:30 p.m.

McLean 75 Great Pond Road Simsbury, CT The Burkholder Community Center

RSVP: Karen (860) 658-3786

This free seminar will be the first of three “So Much More” seminars designed to help people prepare for life after 50 and make the most of retirement. The presentation will feature a panel discussion with three experts in the fields of Financial Planning, Elder Care Law and Long-Term Care Insurance. The topics covered will include: • Managing and preserving assets and generating retirement income • Preparing estate documents, naming beneficiaries and the process to qualify for Medicaid • Choosing the right long-term care coverage for the right cost.

Meet our Speakers:

Sharon Pope is with CzepigaDalyPope in Hartford, CT. Sharon is known for her passion protecting the rights of Connecticut seniors and people with special needs. She is a sought after speaker due to her extensive knowledge of elder law, estate planning, special needs and settlement planning.

Bob Loomis is a Long Term Care Specialist with Robert Hensley & Associates, LLC. Bob has been an independent insurance agent in the Hartford area since 1973, specializing in long-term care insurance since 1989. In addition to helping people find effective insurance solutions, Bob provides policy and market updates to professionals, including attorneys, accountants, trust officers, financial planners and property/casualty agents.

Joan Valenti is a Certified Financial Planner and founder of Valenti Wealth Management in Farmington. She has been focusing on helping her clients for 32 years pursue their retirement goals and distribute their assets in a tax-efficient manner. With a focus on wealth accumulation and preservation, she helps clients gain confidence in their financial future. Securities and Insurance offered through LPL Financial. Member FINRA/SIPC. McLean, Sharon Pope, and Bob Loomis are not affiliated with LPL Financial.

This event is free and open to the public. Light refreshments will be served.

Please RSVP,  contact Karen Murphy at (860) 658-3786, or Karen.Murphy@mcleancare.org.

The next panel discussions are:

March 10: “Preparing to Move: Selling your home, organizing important documents and the art of downsizing.”

April 7: “Maintaining Health and Wellness after 50: How nutrition, exercise and emotional well-being impact aging.”

For more information on this event, or any of the programs at The New McLean, please contact Liz Marquis at (860) 658-3744, or Elizabeth.Marquis@mcleancare.org, or visit www.McLeanCare.org.