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WHERE WILL YOU BE LIVING

by: LAURA HAWLEY guest: Troy Garcia September 14, 2016
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Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

Guest
Sherrie Long – Principal at Sherrie D. Long Marketing + Communications
Steve Bissonnette – President at VISTE (Volunteers in Service to the Elderly)

Today’s show will discuss Healthcare and Long Term Care, and the impact it has on your Retirement plans, discuss the differences between Assisted Living and Nursing, what to do when your parents or loved ones are unable to care for themselves, what kind of questions should you be asking, and who are the Professionals to contact.

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In this episode we cover:

  • Guest Steve Bissonnette, President at VISTE, discusses resources and services available for Elderly (1:40)
  • Economic Compass (2:26)
  • The challenges of caring and dealing with Elderly loved ones when they’re not able to care for themselves (6:28)
  • Steve Bissonnette, President at VISTE continues to discuss the role VISTE plays in the community (9:07)
  • Phone Pals and the role they play at VISTE (16:19)
  • The Difference between Nursing Care and Assisted Living (22:17)
  • Fundraising Campaign called Serve a Senior and how it helps VISTE (28:38)
  • What a family can do to help a loved one during this phase and transition (32:02)

Links From the Show:

Tweetable Topics:

By the year 2030 those over 60 years of age will reach over 9.7 million in the State of Florida. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

When social security was set up in 1962 the average life expectancy was 59. The average life expectancy today is well into the 80’s. – Steve Bissonnette, President at VISTE (Volunteers in Service to the Elderly)

70% of people over the age of 65 will need long term care services and support at some point in their life. – Laura Hawley, CFP®, Senior Vice President at Allen & Company

The best age to consider buying Long Term Care Insurance is age 47. – Troy Garcia, CFP®, Financial Advisor at Allen & Company

Connect with:

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

Steve Bissonnette – President at VISTE (Volunteers in Service to the Elderly)
Facebook – Steve Bissonnette
LinkedIn – Steve Bissonnette
VISTE – Steve Bissonnette

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

Sherrie Long – Principal at Sherrie D. Long Marketing + Communications
Facebook – Sherrie Long
LinkedIn – Sherrie Long
Sherrie D. Long Marketing + Communications – Sherrie Long

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...