Everyone loves talking about insurance, right? Probably not. But the truth is, risk management and insurance planning are essential components of a comprehensive financial plan.
So, we’re going to talk about insurance! We’ll do our best to make a bleak topic more fun and engaging than you’re probably used to. Joined by Karen Meck and Ginny Cottrill of KBM consulting, we’ll cover topics like:
Property and casualty insurance - what do you actually need?
Health insurance and the role it plays in financial protection.
Who needs disability insurance?
How to view life insurance.
Long-term care planning - when it makes sense and how it has evolved.
When: Thursday, March 16th @ 4:00 PM Eastern
Where: Virtual- Join us from wherever you are most comfortable!
Offices: Harrisburg, PA | Lancaster, PA | Naples, FL
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.
