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Long Term Planning

Hosted by: Laura Hawley Special guest: Chad Jones

October 25, 2017

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Chad Jones – CFP®, MBA, Financial Advisor at Allen & Company

Guests
Susan Sartain – Regional Development Director at Cornerstone Hospice Palliative Care Foundation
Margaret Welch – Community Relations Coordinator with Cornerstone Hospice

In this episode, we discuss a Living Will, making plans beyond retirement, Long Term Care Insurance, and the link between retirement and technology. We will also discuss long term retirement planning and help clarify, understand or make solid your plans for health and living long-term. We visit with Susan Sartain, Regional Development Director at Cornerstone Hospice Palliative Care Foundation and Margaret Welch, Community Relations Coordinator with Cornerstone Hospice.

In this episode we cover:

  • Economic compass (1:25)
  • Long term planning legal documents and how to make sure you have them (6:54)
  • The later stages of retirement and the planning process (16:52)
  • Visit with Susan Sartain, Regional Development Director at Cornerstone Hospice Palliative Care Foundation and Margaret Welch, Community Relations Coordinator with Cornerstone Hospice to discuss the offerings of Cornerstone Hospice Palliative Care Foundation (22:53)
  • The importance of long term care insurance (25:40)
  • The myths of hospice care and long term care (30:15)

Links From the Show:

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Chad Jones – CFP®, MBA, Financial Advisor at Allen & Company
Allen & Company – Chad Jones
LinkedIn – Chad Jones

Susan Sartain – Regional Development Director at Cornerstone Hospice Palliative Care
LinkedIn – Susan Sartain

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