When it comes to retirement planning, Long Term Care generates a lot of anxiety. It is potentially the largest retirement expense and the most uncertain one. This workshop will propose a framework to demystify that issue. We will go through a realistic example to estimate the cost, the resources available to pay, and the additional protection that may be needed. Participants will be able to apply the framework to their own situation and estimate their Long Term Care cost and determine how to best plan to pay for it.
Chris Chen, CFP® CDFA is a fiduciary wealth strategist who helps individuals and families plan difficult life transitions such as retirement and divorce, His cost-effective and tax-efficient strategies help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning.
Chris was recognized as Five Star Wealth Manager for 2020. He was also recognized by Investopedia as one of the 100 Most Influential Advisors of 2018 and 2019. He has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News and Bloomberg. He has also been published in the Boston Globe, Kiplinger and Investopedia.
Chris is a member of the National Association of Financial Advisors (NAPFA), Financial Planning Association, the XY Planning Network, and the Massachusetts Council on Family Mediation. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners.