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DTSTART:20241024T163000Z
DTEND:20241024T180000Z
LOCATION:Minnehaha Country Club
UID:2605320241024T163000ZNavigating the Silver Tsunami: Title 19, Preparations, & Options to Mitigate Risk
DTSTAMP:20260517T145449Z
DESCRIPTION:\n \n \nThis event will be offered in person at the Minnehaha Country Club or virtually from your home/office. \n \nA buffet lunch will be served starting at 11:30 am. The webinar begins at noon.\n \n \n \nRegistration for in-person attendance will close at 5 pm on Thursday, October 17th. \n \n \n \nThis session will cover:\n Demographic Shifts Preparing for the wave Costs Involved Statistics / Historical Data Impact on Family Impact on Finances/ financial plan Options Available Pension protection Act Asset Efficient Solutions \n \n \nAbout the Speaker:\n \nGreg Mantz CFP, CLU, CLTC, ChFC\n \nGreg assists in risk mitigation planning that helps clients transfer their risk of a catastrophic health event. Greg partners with advisors across the Upper Midwest in putting Extended Care Plans in place for their clients.\n \nGreg works for OneAmerica Financial, a long standing and industry leading Asset-Based LTC Insurance carrier. Greg has been with OneAmerica Financial since 2019. Prior to that- Greg worked with Thrivent Financial and ING/Voya.  \n \nGreg is a Certified Financial Planner and has been in the industry for almost 20 years. He graduated from Concordia College in 2006.  Greg's background is many areas if the industry- including life insurance, annuities, financial planning, and of course LTC. \n \nGreg partners with advisors to help them w/ their LTC insurance business at OneAmerica Financial. He strives to be a regional resource for all on the subject. Greg is a two-time “Eagle Award Winner” for the #1 territory within OneAmerica.\n \nGreg lives in Circle Pines, MN with his wife of 17 years Kaarin, daughter Claire (10), two sons August (7) and Dane (5); and their dog "Pepper". \n \nIn their free time they love being outdoors and doing many outdoor activities:  canoeing, camping, fishing- both summer and hard water in the winter, XC Skiing, downhill skiing, boating, hunting, and just spending time at their N Minn. Lake Place.\n
SUMMARY:Navigating the Silver Tsunami: Title 19, Preparations, & Options to Mitigate Risk - Sioux Falls Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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