By Rachel Colliver
Barbara Culver, CFP, CLU, ChFC, AEP will present a complimentary seminar, “The Fiscal Cliff Deal: What to do Now,” from 9:30 to 11:30 a.m. Feb. 19 at Otterbein Lebanon Senior Lifestyle Community.
President/CEO of Cincinnati-based Resonate, Inc., Culver is a widely recognized national leader in the estate planning field. Kathleen Marteney, Resonate’s professional client-centered wealth advisor, will co-present.
Space is limited and available on a first-come, first-served basis. To reserve a seat please contact Trish at 513-933-5442 no later than Feb. 15. Light refreshments will be served. The program will be held in the Phillippi Room in the campus center. Otterbein Lebanon is located at 585 N. State Route 741, Lebanon.
Culver pioneered the values-based life planning process throughout the U.S., combining traditional and philanthropic strategies in a comprehensive life planning approach.
Today, with the sometimes confusing changes to tax laws and long-term care landscape, special planning is needed to better secure one’s financial well-being throughout the retirement years. It requires expertise, wisdom and heart.
This engaging seminar will focus on the impact of the fiscal cliff deal regarding health care reform, social security income, tax-brackets, investments environment, and more, relative to important corresponding planning techniques. The program is designed for older adults and their grown children as it addresses topics pertinent for intergenerational communication, but all too often overlooked.
About Otterbein Senior Lifestyle Choices
Founded in 1912, Otterbein is a non-profit health and human services organization, serving 3,000 people annually. It has five full-service retirement communities that cater to those 55 and older in western and northern Ohio with locations in Lebanon, St. Marys, Cridersville, Pemberville and North Shore. Otterbein Skilled Nursing & Rehab Neighborhoods are located in Perrysburg and Monclova in northern Ohio and Maineville, Middletown and Springboro in southern Ohio. Otterbein Home Health provides services to independent living residents, as well as individuals in the larger community.
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