Free Educational Workshop
On Long-Term Care
YOU MAY KNOW THE RISK OF NEEDING LONG-TERM CARE…
BUT DO YOU UNDERSTAND THE CONSEQUENCES?
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*Seating is limited due to venue size
Enjoy FREE dinner at Pasadena's finest Mexican restaurant when you join Extended Care and Wealth Planning Experts Rick Bailey and Jon L. Bowles as they walk you through their proven approach to designing an extended and long-term care plan.
Overview
At our FREE workshop, you will gain insight into the consequences of what needing care over a period of years will have on those you love and your finances, all while enjoying complimentary food on us.

If you accept that there is a chance you could live a long life and will need care, it is essential that you have a plan. We understand that most families use the “default plan”, which usually includes paying more out of pocket, relying on bureaucratic government programs, and using family as caregivers.

We will show you examples of how we design an extended care plan to ensure your family and finances are protected.

Our talk will give you the clarity you need to take action. It is very informative and easy to follow. Who knows, our ideas for your extended care plan may save you taxes, out of pocket costs, and most importantly reduce stress on your family.
You Will Learn...
  • How to protect your family from the burden of being your caregiver 
  • ​Why extended care planning is essential regardless of your financial situation
  • ​Why extended care is much more than a Nursing Home
  • ​How to mitigate the high cost of care with proper planning
  • ​What the current prices are for care services and facilities here in Southern California
  • ​​How to avoid the most common mistakes and pitfalls when planning for long-term care
  • ​What options you have available to pay for long-term care
  • ​How to reduce your out of pocket costs of care by 3-5 times

Enjoy a Complimentary Dinner at Pasadena's Finest Mexican Restaurants on Us

Wednesday, February 26th
6:30pm - 8:00pm

El Portal Restaurant
695 E Green St
Pasadena, CA 91101

*Seating is extremely limited due to venue size

This is not some boring classroom setting where it's a struggle to retain the information. Rick and Jon use real-life cases and examples of some of the hundreds of families they help each year. All attendees will be able to relate to the subject matter presented.

YOU MAY BE WONDERING...

How long is this event?
This event usually runs 60-90 minutes and is presented while you are enjoying dinner
Does this cost me anything to attend?
No, this event is complimentary and includes dinner. You will not be asked to buy anything at this event.
What does it cost me if I want to have you help me with my long-term care planning?
Well, that varies based on the complexities of your situation. We provide a complimentary initial consultation and then will provide you with all of your options.
What if I already have an advisor?
Many people who attend our workshops already have an advisor they work with. They use our talk as an opportunity to re-evaluate their choices, or gain confidence that their existing advisor is serving them well.
What's the catch?
You might be wondering why we do these types of events, especially paying for food and drinks. Honestly, there are two reasons. First, we feel it is an important topic that too few advisors are addressing. Secondly, we know that some attendees are just using us for comparisons. However, a certain percentage of attendees will decide that their long-term care is too critical not to use a long-term care expert and will decide to work with us. That is why we do these events.
Don't miss this FREE Workshop at El Portal Restaurant, where you can enjoy a good food and walk away with specific actionable items you can use to prepare for your long-term care needs.

Meet your hosts, speakers, sponsors and trusted advisors...

Jon L. Bowles

Extended Care & Retirement Income Planning Expert

"When I was child, my mother used to read to us from Shel Silverstein’s Giving Tree. And the message of compassion and caring was one that has stuck with me ever since.

 
And it’s something that I rely on in my role as a financial advisor. That’s because my approach goes beyond numbers into building a true relationship with my clients. I want to be a trusted and strategic partner who can help them move into their financial future with confidence.

Many of my clients are business owners and medical professionals who have found success in their careers. But they are looking for expert guidance to successfully navigate their unique opportunities and challenges. I can help them with everything from strategic tax planning and succession planning to estate planning and leaving a legacy. And I’m able to bring the full resources of JLB Financial to help with that.

By the way, my mother is still around and kicking (although she’s not kicking as high as she used to). But she was and continues to be a major inspiration for why I entered the financial services industry."

Rick Bailey, JD, MAcc, CFP®

Wealth Preservation & Protection Expert

Rick Bailey is one of the most highly-renowned estate planners in the United States. As a Certified Financial Planner (CFP®) with a Master’s degree in Accountancy/Taxation as well as a Juris Doctorate, Rick Bailey is a highly valuable asset to private clients, CPAs, attorneys, financial advisors, and life insurance professionals for his expertise in advanced estate planning and case design.

He has authored numerous articles and given many presentations on topics such as business planning, succession planning, income-tax strategies for closely-held businesses, asset protection, buy-sell agreements, and wealth-preservation strategies. His latest book, titled “Orchestrate Your Legacy,” has been well-received by critics.

Adam Libman

With a background in helping clients of every size and in all different kinds of industries with accounting, tax, & financial consulting, Adam now focuses on helping individuals and businesses owners significantly reduce the amount they pay in taxes... legally! 

Realizing that most CPAs and Accountants are generalists, Adam has a strategic approach that addresses the unique needs and challenges that his clients face.

While there are a number of clients that he works with, Adam's biggest passion lies in helping individuals leverage their business to create lasting wealth for themselves and their family.

Martin Mesa

Martin is the owner of Rate One Financial, Inc., a firm dedicated to providing Residential & Commercial Real Estate Mortgages & related services.

After working for a small local brokerage for nearly four years, Martin founded Rate One from the ground up in March 2005, and worked tirelessly to grow it into the outstanding organization it is today. Currently, Rate One partners with 15 individual licensed mortgage loan originators in addition to their staff of six top notch employees. 

In 2019, Rate One was able to generate $1.828 Million in revenues and funded nearly $81 Million of loan volume as a company. 

In addition to his work, Martin thoroughly enjoys mentoring, training, and managing employees.

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