Complimentary web class – limited seats available
“Don’t Go Broke In A Nursing Home”
In This Exclusive Web Class, You’ll Discover the Crucial Things That Seniors, and Children of Seniors, Need to Know About Long-Term Care
Here is Just Some of What You’ll Discover…
What your biggest financial threats may be and how you can overcome them. (Most people don’t have a clue, and pay a terrible price as a result.)
The long-term care strategy using IRA money. (Few people know about this exciting option… join us to be in the know.)
The vital legal documents you need for long-term care planning. (One of the most important things to set in motion is the legal paperwork.)
Why it’s rarely too late to make a plan. (New guaranteed issue products provide options for many people, even if you are older or in poor health.)
The do’s and don’ts of long-term care insurance policies. (Get this wrong and it could negatively impact your lifestyle.)
What you need to know about annuity-based long-term care and the Pension Protection Act. (Discover important potential tax advantages you may not be aware of.)
Click Below to Reserve Your Seat Today
About Your Host
Mark E. McKell, CPA
Mark E. McKell, CPA, has a B.S. in Accounting from Brigham Young University, Provo, UT. He started his career with Ernst & Young, a top-tier public accounting firm, and then served as a corporate financial professional, financial controller, CFO, and CEO for various firms. For nearly 25 years, he has acted as a personal CFO for pre- and post-retirees, helping them make their golden years truly golden.
Mark is the founder of Docere Advisors, a national group of financial professionals who help pre- and post-retirees combat the many risks associated with retirement life, including the economic threat of a chronic illness. Mark is also the managing partner of McKell Partners, a comprehensive wealth management practice. Their mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most.”
McKell Partners is a leader in developing comprehensive financial strategies for pre- and post-retirees. Mark is often acknowledged by clients for his consultative style and as a preferred partner by other service professionals such as CPAs and attorneys.
Mark has conducted hundreds of public workshops on financial planning topics that matter most to people, such as his national webinar series Financial Peace for Pre- and Post-Retirees and Don’t Go Broke in a Nursing Home. He has published over one hundred educational articles extolling a range of financial planning principles. Mark is a “go-to” person at industry conferences, providing training to financial professionals on helping individuals and families experience financial peace.
Away from work, Mark is a dedicated family man and committed to his faith, country and community. He and his wife, Susan, have been married for more than forty years and have four married children and twelve grandchildren.
Reserve Your Space
Choose the session that works best for you, then complete the form.