Our Calendar

      

Self Insuring Long Term Care - Wednesday, May 19

 A special educational seminar that addresses a strategy for clients that are planning on paying for their own LTC cost out of savings and investments. The Pension Protection Act of 2006 has a special way of paying for future LTC needs. We will address this strategy and help you determine if it could be a fit for you. This is not traditional LTC insurance and should only be attended by individuals that are planning to fund their Long Term Care needs out of personal savings…known as self insuring. We will start at Noon and finish at 1:00. Contact us to reserve a seat. Space is limited! 

Workshop will be at Inverness Banking Center

If Interested in reserving a seat, please contact Nannette Sheaffer.   Lunch will be provided!

nsheaffer@redmountainbank.com or phone (205) 313-8115. 
 
Red Mountain Wealth Management is a wholly-owned division of Red Mountain Bank, Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities are offered through ProEquities, Inc., a registered Broker-Dealer, Member FINRA & SIPC. Red Mountain Wealth Management Services and Red Mountain Bank are independent of ProEquities, Inc. Investment & Insurance products are not FDIC-Insured, may involve loss of principal, and have not bank guarantee.