Post Date: February 27, 2018
February 21st, HeimLantz Wealth Management hosted a client seminar on retirement planning as it relates to long-term care and protecting your loved ones and assets should that situation ever arise. Roughly 20 HeimLantz clients and referral sources joined the firm for the seminar presented by Mike Mazzoni CLU®, LUTCF, CLTC, of OneAmerica. Wealth Management advisors Kathleen Sulick and Sheri Winegardner were also on hand to discuss wealth management with clients. The seminar included information on identifying if you at risk for the “great retirement income gap” and how to plan for the unexpected expenses triggered by health conditions that require Long Term Care.
