Extended Care Lunch & Learn
"Boomers & Bourbon"
Extended and Long-Term Care:
What we are facing today and what is rapidly approaching.
Bourbon can help...but it won't stop the Consequences of Extended Care - join us to learn more.
Lunch is provided,
the Bourbon is optional.
Date: Wed
May 13th
Time:
12:00 - 1:00
Doors open at 11:30
Date: Wed
May 13th
Time:
12:00 - 1:00
Doors open at 11:30
Mike Mazzoni is passionate about sharing the realities of LTC planning. He is a qualified CE instructor for Financial Advisors, Estate Planning Attorneys, CPAs
Willie Jester is the founder of Midtown Financial and a dedicated long-term care planner; passionate about LTC because of the impact he has lived through with his own family
An Educational Session — Not a Sales Pitch
This seminar is built for one purpose: to help you clearly understand the consequences we are facing and your options moving forward.
This session is designed to clarify where Extended Care is today, and what the fast approaching future has in store for us in the years ahead. Specifically designed to give you clarity, to empower you to know the questions to ask and make informed decisions about a plan.
You will leave with a better understanding of:
Consequences of Extended Care
How those consequences impact your family and your retirement
What planning options to consider in protecting all you love
How planning early changes your available choices
What You’ll Learn at This Event
The real cost of Extended-Care (and why most people underestimate it)
How extended care consequences will impact your family, your cash flow and your legacy
The difference between Medicare, Medicaid, and private planning strategies
Common mistakes families make when they wait too long
How insurance and asset protection strategies may help reduce financial exposure
Self-Funding is what we do by default; PLANNING is what we do on PURPOSE
Why Attend a Seminar Instead of Just “Researching Online”?
You can spend hours reading articles online—but most people walk away more confused than when they started.
This seminar simplifies everything.
Instead of trying to piece together information from different sources, you’ll get:
A clear breakdown of how long-term care planning actually works
Straightforward explanations in plain English
The ability to ask questions and get real answers
A structured understanding of what your next steps should be
Interested in Hosting a Seminar?
I am available to bring this educational experience directly to your firm, your team, or your community group.
Whether you are an Estate Planning Attorney, a Financial Advisor, or a community leader, this seminar is designed to provide high-value, no-pressure education that empowers your audience to make informed decisions about their future.
- For Firms & Staff: A professional development session focused on the realities of Extended Care and the legal/financial consequences for clients.
- For Client Groups: A "value-add" educational presentation that helps your clients navigate complex planning questions.
- One-on-One:
A private consultation to discuss specific integration strategies.
Bring This Presentation to Your Team
Would you like to offer this educational session to your staff or clients as a "value add"? We can make that happen.
Click here or give us a call to schedule a private presentation.
Reserve Your Seat Before It Fills
The best time to understand your options is before you need them.
This seminar is designed to give you clarity, direction, and a better understanding of how to protect what you’ve built.
Seats are limited, and once the session is full, registration will close.
What Happens After You Register?
You’ll receive confirmation with event details
You’ll get a reminder before the event
You’ll attend a clear, no-pressure educational session
If you want help after, you can schedule a 1-on-1