Long-Term Care Planning for Rental Housing Providers

Long-term care planning is easy to put off, yet critical to understand. In this focused workshop, Terry Allen, Certified Financial Planner, Accredited Wealth Management Advisor, Behavioral Financial Advisor, founder of Enhance Wealth Advisors, and instructor at the Berkeley Adult School, will explain how long-term care needs can affect your rental property plans, income, and estate goals. We’ll review the basics of long-term care costs, insurance options, and practical planning steps to help you protect both your health and your housing investments.

Seating is limited to 15 members; advance registration is required.

In-person only. Please note that this session will not be recorded.