10
June
Future Care: Building a Sustainable Long-Term Care Plan
Description
A Citadel Wealth Management Webinar
Long-term care is one of the most significant—and often overlooked—pieces of a comprehensive financial strategy. Whether care is needed at home, in an assisted living setting, or through skilled nursing, having a plan in place can help protect your financial independence, lifestyle choices, and peace of mind.
Join Dean Mioli, CPA, CFP®, Director of Investment Planning, and Clinton Smedley, CFP®, CPWA®, CLU®, for an informative session designed to help you understand your long-term care options and how thoughtful planning can create clarity and confidence for the future.
What You’ll Learn
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Why planning for long-term care is critical to your overall financial strategy
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The real cost of care—and how it may impact your retirement savings and legacy
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Tax-efficient planning strategies designed to help preserve your wealth
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Solutions tailored to your lifestyle and care preferences, not one-size-fits-all approaches
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Real-life case studies that illustrate how proactive planning can make a meaningful difference
This session is designed for individuals approaching or in retirement, families evaluating future care needs, and anyone seeking to proactively plan for long-term care while maintaining financial independence, flexibility, and control.
Planning to attend? Click here to register or use the registration button. Can’t attend live? The webinar will be recorded, and all registrants will receive a copy.
Date and Time
Wed, Jun 10, 2026
12:00p - 1:00p EST