Thursday, January 16 at 1:00PM
On Zoom
Senior Living Basics & Strategy to Afford It
Come hear Diane Trunecek from Care Patrol
And Michael Martinez from UBS.
This presentation will go over the basics of senior living care levels and general estimated costs in 2025 in our area. Financial planning options for seniors will be discussed including how needs change.
Diane Trunecek is a Senior Care Consultant at Care Patrol and a frequent guest speaker at GNPS presentations on a variety of topics. She helps seniors and their loved ones to narrow down options for senior living communities in the area based on care needs and budget, thinking not only now, but long term as well. She can be reached at 917 583 2499 and at dianet@carepatrol.com
Michael G Martinez is a financial advisor with the Dolce Group at UBS Financial Services Inc. and delivers insight into financial planning, asset allocation, wealth transfer, various liquidity options and risk management. Mike and his team work with clients and their accountant and estate planning attorney, to ensure there is a plan that captures all their assets and understand how their decisions impact their life goals. Mike can be reached at 203 705 4276 and at michael.martinez@ubs.com
Questions may be submitted when you register or at any time before the presentation Email Andi
This presentation is of general information meant to educate our members on options available. Good Neighbors of Park Slope does not endorse, recommend or promote private businesses, however we do partner with experts in their fields to bring you information.
This event is open to the public, but you need to register to receive the zoom link and we can contact you if we have any scheduling changes. GNPS does not share your information with outside sources.