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UID:10000393-1751965200-1751968800@www.keiro.org
SUMMARY:How to Properly Title Accounts
DESCRIPTION:with Karl Kim\, CFP\, CLTC \n\n\n\n\n\nFor over the past 25 years\, Karl Kim\, Certified Financial Planner (CFP) \, Certified Long-Term Care Financial Advisor (CLTC)\, has been helping families deal with healthcare crises. Come to learn about what it means to title your accounts and how to do it properly. You will also learn about what the Patriot Act is and why it is not that simple to title your accounts\, what to have in place in case of emergency or incapacity\, how to avoid disinheriting your grandkids\, and so much more!
URL:https://www.keiro.org/event/how-to-properly-title-accounts
CATEGORIES:Virtual Forums
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DTSTART;TZID=America/Los_Angeles:20250717T140000
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UID:10000394-1752760800-1752764400@www.keiro.org
SUMMARY:Financial Planning for Long-Term Care
DESCRIPTION:with Yuji Chao from U.S. Bancorp Advisors\, Hosted by Takeshi Yamada US Bank Wealth Management \n\n\n\n\n\nWhen it comes to long-term care insurance\, there’s never too much you can know. Long-term care policies and prices vary and overall it can be very confusing. Learn from Yuji Chao\, a Financial Advisor at U.S. Bancorp Advisors\, on what it is\, how it is used and why long-term care can be an important financial planning tool. \n\n\n\n \n\n\n\nInvestment 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 \n\n\n\nFor U.S. Bancorp Advisors: \n\n\n\nBrokerage 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.  \n\n\n\nInsurance services are offered by USBA Insurance Services\, a dba of U.S. Bancorp Advisors\, having a California domicile and principal place of business at 800 N. Brand Blvd.\, 16th Floor\, Glendale\, CA 91203. CA Insurance License #6011694. Products may not be available in all states. 
URL:https://www.keiro.org/event/financial-planning-for-long-term-care
CATEGORIES:Virtual Forums
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