BNG Investment Services
Jon Heller and Joe Palombi

CONNECT

Address:

1101 Highway 69
New Glarus, WI 53574

Phone:

(608) 424-2105 Jon ,(608) 424-2011 Joe

Seminars

Long-Term Care and Introduction to Estate Planning

You're invited to join a no-cost presentation to learn the facts behind the myths of long-term care and get an introduction to estate planning.

May 14, 2019 - 5:30 hors d'oeuvres - 6:00 Presentation

Call/email by May 6th to register - Joe Palombi 608-424-2011 joe.palombi@lpl.com

Seven common myths of LTC

Many common myths surround LTC products and services. Perhaps you’ve heard (and even believed) these and others:

1. A government program will take care of me.
2. I can save the money I’ll need for LTC.
3. Only old people need LTC services.
4. I don’t need separate LTC protection because I have health insurance.
5. LTC protection pays for nursing home care only.
6. I can’t afford LTC insurance.
7. We don’t need LTC protection because we have each other.

Too often, people get confused by these myths and stop short of preparing for a secure future. Now’s the time to set the record straight. With this information, you’ll be in a better position to protect yourself, your family and your future.

Introduction to Estate Planning

Attorney Todd Schluesche will go over the documents everyone should have, why you should have an estate plan, health care directives and more.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Bank of New Glarus, Sugar River Bank Branches, and BNG Investment Services are not registered broker/dealer(s) and are not affiliated with LPL Financial. Todd Schluesche is not affiliated with LPL Financial. BNG Investment Services and LPL Financial do not provide legal advice or services.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Insured By Any Federal Government Agency  


 

When: Tuesday, May 14, 2019 - 5:30
Where: Monroe Country Club
2205 21st Street
Monroe, WI 53566
Host: Joe Palombi
Phone: 608-424-2011