Women’s Longevity and Long-Term Care Webinar with Marlow Felton

The WICT Network: Rocky Mountain is proud to present a Women’s Longevity and Long-Term Care webinar with Marlow Felton.

Marlow Felton Senior Financial Advisor and Partner at Summit Global Private Wealth

With over 21 years of experience in the financial services industry, Marlow Felton is a distinguished Senior Financial Advisor and Partner at Summit Global Private Wealth. Marlow specializes in comprehensive retirement planning, advanced life insurance strategies, long-term care planning, alternative investments, and cash management.

In addition to her extensive professional expertise, Marlow is also a best-selling author and a passionate advocate for financial education. In 2008, she launched a women’s initiative aimed at empowering women with knowledge about personal finances. This groundbreaking program has since been replicated across the country, making a significant impact on countless lives.

Marlow’s dedication to her clients and her commitment to financial literacy continue to set her apart as a leader in the industry. Her passion is helping her clients make sound financial decisions, gain peace of mind and have a better relationship with money.

About the Event:

As women, we often juggle multiple roles and responsibilities, making it crucial to plan for a long and healthy future. Longevity planning and understanding long-term care (LTC) options are essential steps in ensuring a secure and fulfilling life.

Join us virtually on April 9, 2025 12:00 – 1:00 pm MT to learn more on:

Longevity FACTs

• Women generally live longer than men, which means planning for a longer retirement period.

• Health care needs can increase with age, making it important to consider future medical expenses.

Longevity Planning Components

• Financial Planning: Ensure you have a robust financial plan that includes retirement savings, investments, and emergency funds.

• Health & Wellness: Prioritize regular health check-ups, a balanced diet, and an active lifestyle to maintain your well-being.

• Estate Planning: Create or update your will, and consider setting up trusts to manage your assets effectively.

Demystifying Long-Term Care (LTC)

• Understanding LTC: Long-term care involves a range of services designed to meet your health or personal care needs over an extended period.

• Types of LTC: This can include in-home care, assisted living, and nursing homes. Each option has different costs and levels of care.

Insurance Coverage Alternatives

• Long-Term Care Insurance: This can help cover the costs of long-term care services, reducing the financial burden on you and your family.

• Life Insurance with LTC Riders: Some life insurance policies offer riders that provide benefits for long-term care.

• Health Savings Accounts (HSAs): These accounts allow you to save money tax-free for medical expenses, including long-term care.

Takeaways

• Awareness of the Longevity Issue: Recognize the importance of planning for a longer life and the potential challenges that come with it.

• Building Better Outcomes: By taking proactive steps in financial, health, and estate planning, you can create a more secure future.

• Clear & Concise Game Plan: Develop a comprehensive plan that addresses your longevity and long-term care needs, ensuring peace of mind for you and your loved ones.