Planning early may help preserve assets later in life
SELCO Investment and Retirement Services will be hosting a free seminar on Thursday, September 20, on the importance of building long-term care plans. The seminar will be held at Baltazar’s Seafood Restaurant in west Bend.
The featured speaker will be David Kopij, Long-Term Care Regional DirectorPacific Life Insurance Company. Kopij’s presentation will include information on the importance of planning ahead with a long-term care plan, particularly for healthy adults between the ages of 40 and 75, how long-term care planning can help protect your estate and the flexible coverage plans that SELCO Investment and Retirement Services offers to its members.
The seminars are open to anyone interested in learning more about long-term care plans and how to create one. The seminar is free to attend and includes lunch. Space is limited and registration is required.
To register for either seminar visit www.selco.org/LongTermCare or call 541-312-1807.
WHAT: A free seminar held by SELCO Investment and Retirement Services, which is designed to educate attendees on the importance of devising a long-term care plan.
WHO: David Kopij, LTC Regional Director Pacific Life Insurance Company
Maro Paz, Senior Investment Advisor, SELCO Investment & Retirement Services
WHEN: Thursday, Sept. 20
Noon to 1:30pm, lunch session
WHERE: Baltazar’s Seafood Restaurant – 1465 SW Knoll Ave., Bend
OTHER: Most adults rarely consider long-term care plans until they need one. But healthy adults, particularly those ages 40 through 75, can greatly benefit from devising a long-term care plan early. Long-term care plans can help blunt the costs of nursing homes, assisted-living facilities, adult day care or even in-home help.
Investment and Retirement Services offers SELCO Community Credit Union members the ability to put a long-term care plan into place with a range of flexible coverage options.
By offering a range of coverage options, SELCO can meet the needs of its members and better serve those who may be underserved by their current financial institutions and help protect their estates.
About SELCO Community Credit Union
Founded more than 80 years ago by a group of fiscally minded teachers, Eugene-based SELCO Community Credit Union now serves more than 138,000 members as the third-largest Oregon-based credit union. A not-for-profit, federally insured, member-driven financial cooperative with more than $1.6 billion in assets, SELCO is able to provide its member-owners with exceptional rates and low fees on a full range of financial products and services, including banking, mortgages, personal and business loans, investments, and insurance. Membership is open to anyone who lives or works in the 26 Oregon counties SELCO serves. For more information, or to become a member today, stop by one of SELCO’s 15 branches, call 800-445-4483 or visit selco.org.
