Smarter You - How to Build an Aging Plan

by Brandon Miller on Dec 19, 2022

Retirement Planning

As we prepare to flip the calendar from 2022 to 2023 it’s as good a time as any to think about time, and aging.

We all do it no matter how much we want to avoid it. But c’est la vie, right? Well, there is a way to make the aging process a bit easier, having a plan.

Don’t have one yet, not to fear! Pam Schmitz hosted our Smarter You – How to Build an Aging Plan on December 16^th, and it was the place to be! We shared the possible challenges of long-term care and some key differences that can make a smoother ride for you and your loved ones.

If you have questions, please send them to us!

We don’t have to be afraid of the next chapter of our life, because we’ve got a plan!

Stay well,
The Brio Team

This material presented by Brio Financial Group (“Brio”) is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy, or investment product. Facts presented have been obtained from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Neither the information nor the opinions expressed herein should be used to make any investment decision. Consultations with CPA’s or Estate Planning Attorneys regarding taxes and issues relating to estates or beneficiaries are recommended. Past performance is no guarantee of future results. Brio does not provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio Financial Group unless a client service agreement is in place. Any distribution or copying of this communication is strictly prohibited. For further information about this presentation, please contact us.