Are you navigating the challenging role of caring for an elder loved one? As this responsibility often extends to managing their financial and tax matters, we understand the complexities you face.
That's why we're excited to invite you to a free seminar: "Managing Financial and Tax Issues as an Elder Caregiver." Les Szarka, CFP®, ChFC®, Szarka Financial's CEO will be sharing vital strategies to effectively handle your loved one's financial needs.
We'll explore:
Determining Affordable Care Levels: Understand how to assess what you can financially manage at various care stages.
Minimizing Taxes: Discover methods to reduce tax burdens for you and your loved one.
Seeking Financial Assistance: Learn about available resources that can ease the financial load.
Estate Planning Techniques: Gain insights on preserving assets for the future.
This session is not just about managing finances; it's about empowering you to make informed decisions that benefit both you and your loved ones. Join us to navigate these challenges with confidence and peace of mind.
AGE GROUP: | Adults |
EVENT TYPE: | Education/Lifelong Learning | Business and Personal Finance |
TAGS: | Elder care |
Westlake Porter Public Library is an independent public library serving the residents of the city of Westlake, western Cuyahoga County and eastern Lorain County. The library is located at 27333 Center Ridge Road in Westlake, Ohio. Anyone who lives, works, owns property, or goes to school in Ohio can register for a free library card.