Our own Todd Healy was recently thinking about upcoming major life events for his family. He started to plan those events against his own life to create a plan for his future.
The result – a worksheet specifically designed to help plan for and keep track of major life events in later years. A blank worksheet is available at the link below for you or your client to undergo the same exercise and start planning.
Part of this planning means making sure financial resources are available to enjoy these events. The planning specialists at C3 Financial Partners are available to discuss using life insurance and long-term care coverage in longevity planning.
Download this worksheet here.