ACE Advisory Circle 2023 Meeting Agenda

October 4, 2023 Agenda

In Person or Zoom

3:00 pm – 3:10 pm:     Log In: Greetings From Space

3:10 pm – 3:20 pm:     Lightening Introductions:

Name, Company & Interesting Ice Cream Flavor

 

3:20 pm – 4:20 pm:     Paying for & Planning for Aging

Medicare - Cynthia Spencer, Insurance Services

Long Term Care Insurance - Guest: Marco Grelli, Lincoln Financial Advisors

CCRC (Continuing Care Retirement Communities),

Qualified Account Withdrawals

 

4:20 pm – 4:30 pm:     The Goal: Educate The Community

Coming Soon: Trust-Guardians of The Galaxy

 

4:30 pm – 5:00 pm:     Group Member Shares

“I’m looking to do    (fill in blank)   in my personal life or business before the end of 2023.

I could use help in this way ______________________________________.