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July 29, 2009

LTCi Seminar


Circle Financial Planning, Inc

7828 East 88th Street    |   Indianapolis, Indiana 46256

Phone: 317-841-0370   |   Fax 317-841-1471

All Securities through Money Concepts Capital Corp. Member FINRA/SIPC

From the Indiana Partnership Long Term Care website June 22, 2009:

  • Good News – We Are Living Longer
  • Bad News – We Are Living Longer
  • 7 out of 10 individuals will need Home Health Care some time during their lives.
  • Currently, 40% of those using long term care services in the U.S. are between the ages of 18 and 64.
  • Overall, individuals living over the age of 65 will have a 60-70% chance of needing some type of long term care service

The average cost annual for a private room at a nursing home in Indianapolis in 2009 is $78,658 and for a home-health aide $48,048.1 To many people’s surprise, Medicare and Medicaid often do not offer solutions that allow you to keep your assets in tact for your spouse or loved ones.  We have a catered dinner seminar for you and anyone you know who may be interested in learning more on how to develop a long term care strategy and some ideas on how to pay for it.

When: Thursday August 6, 2009 at 6:00PM

Where: In our office at 7828 East 88th Street  Indianapolis, Indiana

What: Long Term Care catered dinner seminar

How: RSVP via our dedicated Registration Line at 317-577-6743

Please leave your name, the best number to return your call for confirmation, and if you wish to have a private appointment or attend the seminar. 

Who: Robert J. Moritz, CFS Vice-President and Money Concepts Indiana Regional LTCi trainer presenting.

Why: Because you have worked too long and hard to leave your assets to someone other than the ones you love.

We know this seminar will be benefit to you or someone you know.



Rebecca C. Müller, CFP™, CFS                           Robert J. Moritz, CFS

President                                                       Vice President


Don’t Let the Things That Matter Least Take Priority Over Things That Matter Most!

1 Genworth 2009 Cost of Care Survey