The Retirement SummitThe Retirement Summit

How to allocate for future long-term care costs

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Shawn O’Keefe talks about long-term care. Shawn lays out the difference between traditional long-term care plans and newer ones that are more flexible. Shawn shares about the conversations Summit Wealth Management can have with people to get them to build these costs into their plans, instead of trying to self-fund one of the most expensive areas of retirement. Shawn also talks about the wildly mild weather he has recently gotten in Colorado and a ski trip he is planning.

To connect with Shawn and find out more information, visit www.gosummitwealth.com

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The Retirement Summit

You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about 
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