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SBBU Lunch & Learn: 10 Commandments of Smart Money – Planning for Retirement

June 24 @ 11:30 am - 1:00 pm EDT

| Free

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Monday, June 24th 11:30AM – 1:00PM
Lee Health Healthy Life Center (Inside Coconut Point Hospital)
23450 Via Coconut, Estero, FL 34135

Join SBB University and our panel of experts as we discuss all aspects of preplanning the smart
way in order to make your assets last longer and have a more comfortable retirement.
Get answers to valuable questions about Elder Law, Long Term Care Insurance, Medicaid/VA
Planning, Reverse Mortgages/Equity Lines of Credit, Wealth Preservation and Continuing
Care Retirement Communities.

Our panelists are highly qualified experts in their field and they look forward to bringing you
an interactive seminar to help give you the tools and resources you need when it comes to
being smart with your time and money!!

Panelist to include:
Danielle Gates (Long Term Care Insurance, Wealth Management)
Mark Ary (Reverse Mortgages)
Ed Wollman (Medicaid, VA, Advance Directives – Pre- Planning)
Joe Chambers, Vi at Bentley Village (CCRC)

Event is FREE but RSVP is required call (239) 468-0050 to reserve your seat today!


June 24
11:30 am - 1:00 pm
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Healthy Life Center Coconut Point
23450 Via Coconut Point, Estero, FL 34135 United States
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