Overview - 20261104_PWM_LongTermCarePlanningWebinar

Long-term care planning

Protecting your wealth, family and future

Wednesday, November 4 | 11 a.m. - 12 p.m. CT

Virtual presentation with Q&A

Future care needs can affect more than healthcare decisions. They can influence retirement income, estate plans, family dynamics, and the preservation of wealth across generations.

In recognition of National Long-Term Care Awareness Month, you’re invited to explore key long-term care planning considerations, including available funding options, risk management strategies, and ways to help safeguard your financial future.

SPEAKERS
Siobhan Rudacille
Wealth Management Advisor
U.S. Bancorp Advisors

Curt Wagner, CLU, CLTC
Regional Risk Management Strategist
U.S. Bancorp Advisors

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Investment and insurance products and services including annuities are:
NOT A DEPOSIT ● NOT FDIC INSURED ● MAY LOSE VALUE ● NOT BANK GUARANTEED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

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This event is hosted by U.S. Bank, an affiliate of U.S. Bancorp Advisors.

U.S. Bank, U.S. Bancorp Advisors and its representatives do not provide tax or legal advice. Each client’s tax and financial situation is unique. Clients should consult their tax and/or legal advisor for advice and information concerning their particular situation.

For U.S. Bank:

Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products offer by U.S. Bank National Association and subject to normal credit approval.

U.S. Bank does not offer insurance products but may refer you to an affiliated or third-party insurance provider.

For U.S. Bancorp Advisors:

Brokerage and investment advisory products and services are offered by U.S. Bancorp Advisors, LLC, an SEC-registered broker-dealer, investment adviser, member FINRA/SIPC, and subsidiary of U.S. Bancorp and affiliate of U.S. Bank, N.A. Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, CA Insurance License #6011694. Products may not be available in all states.

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