Webinar | Talis Advisors presents "A Closer Look at Long-Term-Care Coverage Options and the Costs"

MARCH 8 | 3:00 p.m. - 4:00 p.m. Central
Dan Slater, Actuary, Core Income Advisors

Join us for Dan Slater's webinar, "A Closer Look at Long-Term-Care Coverage Options and the Costs," Thursday, March 8 from 3:00 p.m. - 4:00 p.m. Central. 

According to a Vanguard survey, about 75% of investors are concerned about the cost of healthcare.* Dan Slater of Core Income Advisors is a renowned actuary, who specializes in educating others about current and future medical care costs and designing funding solutions. Dan's goal is to identify and prevent potential disasters in a person's retirement plan, and the high cost of healthcare is a major contributor to bankruptcy in retirement. Learn more about long-term-care coverage and strategies to protect your assets during Dan's webinar, "A Closer Look at Long-Term-Care Coverage Options and the Costs." 

By attending this webinar you'll learn:

• Different strategies for protecting your assets from the high-cost of retirement healthcare expenses

• How to evaluate options for home, assisted living and nursing homes

• How to leverage your assets to make sure you are never reliant on your children or dependent on your state while in retirement

• The cost of long-term care services and common strategies for covering these costs

Did you know?


Medicare only pays for long-term care if you require skilled services or rehabilitative care and Medicare does not pay for non-skilled assistance with Activities of Daily Living (ADL), which make up the majority of long-term care services.**

You can also learn more about long-term care and the coverage options in the Talis Advisors blog, "Is Long-Term-Care Coverage in Your Tool Box?"

Do you have an old life policy? Read this: American Association for Long-Term Care Insurance Raises Awareness About 1035 Exchanges.

* The Affluent Investor: Financial behaviors and the investor’s mindset, Vanguard and Spectrem Group


Spring 2017


Talis Advisors presents "The Art of Aging," a 3-Part Workshop Series

FEB. 23 | 6:00 p.m.
Long-Term Care and Alternative Solutions
Dave Pergande, Regional Vice President at Ash Brokerage

RSVP by emailing Gina Aldaz at

Bring your questions and your friends and join us for our Spring 2017 workshop series The Art of Aging. Whether you are helping an aging parent or considering options for your own future, this three-part educational series addresses critical issues and is designed to help you prepare.

Each workshop focuses on specific topics related to long-term planning: long-term care, senior living and preserving your legacy. In each workshop, our speakers will provide their insights as well as resources on how to navigate these areas. Each workshop ends with a Q&A, and we will provide you with a packet that you can use as a guide in your planning process.

Workshops are held at Legacy Texas Title and refreshments will be provided. There is no cost for this event.

Can't make it? Tune in via streaming!

Art of Aging - Long Term Care

Please join our event from your computer, tablet or smartphone.

You can also dial in using your phone.
United States: +1 (872) 240-3311

Access Code: 903-938-925

First GoToMeeting? Try a test session:

Legacy Texas Title
3512 Preston Rd., Ste. 200
Plano, TX 75093

MARCH 23 | 6:00 p.m.
Senior Housing Planning and Transitioning
Paul Markowitz, Founder of Senior Living Specialists

Please don't forget to RSVP for Paul Markowitz's discussion on Senior Housing Planning and Transitioning, which will be held Thursday, March 23 at 6:00 p.m. in Plano at Legacy Texas Title, 3512 Preston Rd., Ste. 200, 75093.

You can RSVP by clicking here, or by emailing Gina Aldaz at

Join us as we listen to Paul Markowitz of Senior Living Specialists discuss the options for care homes and facilities offering independent living, assisted living communities, dementia care/Alzheimer’s care, skilled nursing care, as well as home care agencies, throughout the Dallas Fort Worth area. They are in and out of the care homes/communities on a routine basis and understand the strengths and weaknesses of each.

They will help us learn more about the different types of senior living options, offer suggestions on paying for care, offer tips for objectively evaluating each senior living provider, and share questions that are important to ask while touring.

APRIL 20 | 6:00 p.m.
Taking Steps to Preserve Your Legacy
Lori A. Leu, CELA, Attorney, President of Leu & Peirce, PLLC



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