Long-Term Care Planning

A Free Presentation to Learn About Long-Term Care Tax and Protecting Your Assets

Presented by Erik Olson CRPC®, RFC®, Independent Financial Advisor
and Jason O’Barr, Regional Vice President at Ash Brokerage.

Multiple states are considering implementing a long-term care tax, and Minnesota is one of them. We’re here to help you navigate this to make the best decision you can and protect your assets. Join us on Tuesday, November 28th at 5pm at Pinstripes in Edina for appetizers, drinks, and discussion. Come enjoy for FREE!

What to expect

A Brief Presentation

An educational presentation by Erik Olson CRPC®, RFC®, an Independent Financial Advisor with Lakepoint Advisors and Jason O’Barr, Regional Vice President at Ash Brokerage.

Open Discussion

An opportunity to ask professionals about your options and learn more about the pros and cons of long-term care.

Food & Drinks Provided

Learn about protecting your income and potential life-long taxes all while enjoying delicious food and drinks at Pinstripes in Edina.

RSVP here to save your spot!