NOW ONLINE! Planning for Long-Term Care and Health Care Expenses

Code: IM22019

Dates: April 28, 2020

Meets: 6:00 PM to 8:00 PM

Sessions: 1

Location: Lower Merion High School

Course Fee: $49.00

Sorry, we are no longer accepting registrations for this course. Please contact our office to find out if it will be rescheduled, or if alternative classes are available.

Health care and long-term care costs are a big concern for people entering their retirement years. Medicare and supplemental health insurance benefits typically cover only a portion of these expenses and many people will use a significant amount of their retirement savings to make up the difference. Understanding the issues and learning how to save and protect your assets from these expenses will help you make the right choices for planning your long-term and health care needs. Discover coverage options and leave with the strategies and solutions in today's marketplace.
Fee: $49.00

Save $10.00 with a MLSN Membership

Lower Merion High School

315 E Montgomery Avenue
Ardmore, PA 19003
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Mary Wagner

Mary Wagner is the Managing Partner at Valley Creek Advisors. With over 23 years of experience in the banking, financial planning and investment field, she has extensive knowledge in asset management, investments, insurance and retirement plans. Mary has been a multi-year attendee of the Barron’s top Financial Advisors and the Women's Financial Advisors summits. Barron's attendees are based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. Mary earned a Bachelor’s of Arts degree with a major in Political Science and Journalism with her graduate work in Business Administration. She has attended the University of Cincinnati, Georgetown University, Ohio University, American University, Ursinus College and St Joseph’s University. Mary holds a General Securities Series 7, Investment Company Products Series 6, Investment Advisory Series 65 and Securities Agent State Series 63 registration through LPL Financial. She also holds life and health insurance licenses in DE, FL, NJ, NM, PA, SC, UT. Today Mary provides retirement and investment planning for owners and employees of local companies in the Philadelphia area including the healthcare, technology and engineering sectors. Mary prides herself on providing her clients exceptional financial advice with integrity and superior ethics. In her spare time, Mary enjoys a variety of active outdoor pursuits including cycling, hiking, camping, swimming, tennis, golf and traveling.



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