EWS Events
The Missing Lever:
Home Equity and In-Home Care Planning
Thursday, Sept 17th
10:00 a.m. PST / 1:00 p.m. EST
Most clients say they would prefer to receive care at home, but many lack a clear plan for how they would pay for it. In this Advisor Insights session, we’ll explore the role home equity can play alongside long-term care insurance, investments, and other retirement assets, with a focus on timing, flexibility, and preserving options before a care event occurs.