Long-Term Care Planning Part Two: Putting Your Plan into Action

Due to time constraints during the June 24 presentation, Terry Allen will return for a special Part 2 discussion.

Terry Allen, CFP®, AWMA®, BFA™, is the founder of Enhance Wealth Advisors and an instructor at the Berkeley Adult School. In this follow-up session, Terry will continue the conversation by addressing questions submitted by attendees and exploring additional planning topics that could not be covered in depth during Part 1.

Topics may include:

• Reviewing insurance policies and coverage
• Evaluating legal documents and planning tools
• Creating a financial plan and monthly budget
• Writing a Letter of Instruction
• Organizing important information for loved ones
• Additional attendee questions and planning considerations

Attendees are encouraged to complete Terry's follow-up survey in advance so she can tailor the discussion to the group's interests and concerns.