AEPG Wealth Strategies is hosting an Educational Seminar on Planning for Aging Parents

AEPG Wealth Strategies is hosting an Educational
Seminar on Planning for Aging Parents

When:
October 30th, 2013 
 6:00 to 7:30 pm
 
Where:
AEPG Wealth Strategies
25 Independence Blvd.
Warren, NJ 07059
 
    Food & Refreshments
        will be served
 
To RSVP - Contact Suzanne Morella at 908-757-5600 or smorella@aepg.com.

Please feel free to bring a friend with you.
 
Are you faced with the prospect of caring for an aging parent?
 
With more than 10 million Baby Boomers over the age of 50 already caring for one or more parent, it is very likely you or someone you know will be faced with the very difficult choices that come with this responsibility. Elder care planning is an incredibly complex field, with huge potential costs to consider, both personally and financially. 
 
AEPG Wealth Strategies is proud to host Vince Macri, Esq. and Gladys Harris who will offer important insight and useful information. Both are leading professionals, familiar with the specific issues of our area, and can offer advice and clarity for both current and future situations. We want to ensure that all of our guests will:
Understand the important issues for your situation, whether it is ongoing need or planning for the future
Learn about how to approach these very private matters with respect and care.
Plan ahead for the commonly overlooked areas to help eliminate regret and undue stress.
Join us and take advantage of this opportunity to ask leading professionals specific or general questions as they highlight key issues.
 
Vince Macri, Esq. will discuss effective new asset preservation strategies including transfer methods for spend down, gifting with the family home, and other gift and timing considerations involved with qualification for both nursing home and assisted living facility Medicaid benefits. 
 
Gladys Harris CMC, a Geriatric Care Manager, will review the options that families should consider when faced with custodial care needs related to dementia, stroke, and other long term care issues of elderly loved ones.
 
Consistently Good Advice in a Constantly Changing World®
 
 About AEPG ® Wealth Strategies:
For over 30 years, the clients of AEPG Wealth Strategies have benefitted from personalized, comprehensive wealth management and financial advisory services. Our services to individuals, business owners and corporations include: Financial Planning, Investment Management, Individual Insurance, Group Insurance, 401(k) and Retirement Plan Solutions.
 
 www.aepg.com