You are cordially invited to Pence Financial Group’s

WEBINAR

Myth or Facts

Discovering The Truth About Long-Term Care

Date: Thursday, December 5, 2024
Time: 3:00 PM – 3:30 PM Central
Location: Zoom Webinar

RSVP TODAY!

EVENT SPEAKERS:

Jeremiah Rogers

LPL Financial Advisor

D.J Mormile

Regional Director
OneAmerica

Myth or Facts: Discovering The Truth About Long-Term Care

Join us for an enlightening discussion that tackles the most common misconceptions about long-term care. As our population ages, understanding the realities of long-term care becomes increasingly crucial for individuals and families planning for the future.

What You’ll Learn

  • Common myths about Medicare coverage and long-term care expenses
  • The impact of inflation on long-term care costs
  • Facts about caregiver burnout and family care dynamics

Who Should Attend

  • Adults planning for retirement
  • Children of aging parents
  • Healthcare professionals
  • Anyone interested in understanding long-term care options

Click the button to register for this webinar.

CLICK HERE TO RSVP

MORE ABOUT US

At the end of the day, our purpose is to help you grow your wealth to empower your purpose through retirement and beyond to extend your legacy. We are here to walk with you every step of the way so that all the hard work that went into generating your wealth has a more permanent impact.

OUR STORY

We foster a relationship based on trust, service and transparency. Our commitment is to you.

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OUR TEAM

You’ll have a qualified team of professionals devoted to helping you pursue your financial goals.

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OUR PROCESS

How is Pence Financial Group distinct? Learn more about our innovative process and approach that serves your financial needs.

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OUR MISSION

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

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OUR INVESTMENT APPROACH

Learn more about our Choke Point Investing™ strategy and take advantage our proprietary investment approach.

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ABOUT LPL FINANCIAL

Learn more about LPL Financial’s  competitive resources you can take advantage of with Pence Financial Group.

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The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.

Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

WE ARE A FIDUCIARY FIRM

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client.

We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.

Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

Let’s Talk

At Pence Financial Group, we believe that good financial decisions don’t have to be confusing. If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.

Get In touch

Whether retirement is years away or right around the corner, we can help you to build a wealth strategy that can prepare you for the future you want.

              

ABOUT US

Our Mission
Our Process
Our Team
Our Investing Approach
About LPL Financial

INSIGHTS

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OUR SERVICES

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RESOURCES

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WHO WE SERVE

Retirees
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OUR OFFICES

Newport Beach, CA
Monterey, CA
Pittsburg, KS
Boca Raton, FL

Form CRS | Disclosures | Fee Schedule | Consumer Privacy & Security Notice | Contact Us

© Pence Financial Group LLC. 2024. All rights reserved.

The financial professionals associated with PFG are registered with and offer securities and investment advisory services through LPL Financial, member FINRA/SIPC and a registered investment adviser.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Historical performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal.

Pence Financial Group does not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation. The financial consultants of Pence Financial Group are registered representatives with, and securities and advisory services offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC. LPL Financial, Pence Financial Group, and Pence Capital Management are separate entities. Wealth Management provided through LPL Financial.

The LPL registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.