Take Pride in Your Money! Proactive Healthcare Planning: The Importance of Insurance

Take Pride in Your Money! Proactive Healthcare Planning: The Importance of Insurance

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Some of the biggest concerns for many older LGBTQ+ couples or individuals who don't have children are related to health care and questions like:

• “Who's going to take care of me when I'm older and possibly alone?”
• “How will my health care services be paid for?”
• “Who's going to provide the services?”

Another concern is finding professionals, doctors, dentists, and specialists who identify with or are allies of the LGBTQ+ community who are culturally competent and experienced with our community's unique concerns and issues — especially within the transgender community.

Join LGBTQ+ Financial Advocate and Financial Planner David Treece—President of Treece Financial Group Inc. and Founder of La Vida Pride as he plainly and proudly explains the importance of addressing healthcare, insurance, and caregiving concerns in comprehensive financial planning for LGBTQ+ individuals.

Get advice on proactive steps you can take to protect yourself and your loved ones as you age, including:

• How disability and health insurance, Medicare, Medicaid, and long-term care coverage are best positioned to ensure your care needs are covered without eating into your retirement savings.
• Options for long-term care coverage, including traditional stand-alone policies, hybrid policies, annuities, and navigating rate hikes and changes in long-term care insurance policies.
• The context of the AIDS epidemic and its impact on healthcare access for LGBTQ+ individuals.
• Examining the caregiving role of LGBTQ+ individuals and how the CARE Act and advance directives can offer guidance and support.

Attend this session to learn how to strategically position your wealth to protect your long-term health!