Event Details

Smarter You Series - Creating an Aging Plan

Date: August 7, 2020
Time: 12:30pm-2:00pm
Location:
Conference Call

 

 

Please join us as we welcome Yasmin Bahl, Home Care Liaison for Home Care Assistance, and Brio's own Pamela Schmitz as they provide insight to creating an aging plan: how to create community and prepare for care, when you can no longer care for yourself.

 

Please join via the links provided below:

Smarter You Series - Creating an Aging Plan with Pamela Schmitz
Fri, Aug 7, 2020 12:30 PM - 2:00 PM (PDT)

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https://global.gotomeeting.com/join/847811005

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United States: +1 (646) 749-3122

Access Code: 847-811-005

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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.