
Learn the Steps to Take NOW to Protect Your Assets and Hard-Earned Nest Egg from Long-Term Care Costs…Without Penalty!

Monday, September 22nd

6:30 PM – 7:30 PM

Brass Bear Uptown, 3302 McCaw Ave, Santa Barbara
THIS WORKSHOP IS ESSENTIAL FOR:
✓ Retirement-age individuals worried about losing their life savings to care costs
✓ The ‘Sandwich Generation’ – caring for aging parents while supporting your own family
✓ Anyone concerned about nursing home costs wiping out everything they’ve worked for
✓ Spouses helping a partner navigate health challenges
✓ Central Coast homeowners worried about losing their home to pay for care
✓ Anyone who’s been putting off Medi-Cal planning during the recent suspension period
✓ Families who want to act NOW before the new rules make planning more difficult
✓ Anyone with $130,000+ in assets who needs long-term care protection
AT THIS CRITICAL WORKSHOP, YOU WILL LEARN:

The Exact Asset Limits Coming in 2026 – Learn precisely what assets will count against you and which ones are protected under the new rules

Your 2025 Planning Window – Discover why transfers made in 2025 are likely free from scrutiny and how to take advantage of current flexible rules

Penalty-Free Moves You Can Make RIGHT NOW – Specific strategies that work even with tight timelines

Q&A with Professional Guidance – Get your specific questions answered by someone who’s helped hundreds of families navigate these exact challenges