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Live & Latest UpdatesPrivate Wealth

How to Plan for Your Future Care Needs

In our monthly CAP STRAT Wealth updates, our team presents information on wealth accumulation, planning, and preservation.

This month, Neil and Molly update you on all of 2024’s increased contribution limits. Plus, they help you create a solid plan to meet your long-term care needs. Whether your goal is to age in place, explore assisted living options, or arrange for in-home care, this video gives you the framework for incorporating your personal preferences and values into your care plan.

Neil Davies

Neil Davies, CPWA®

Senior Private Wealth Advisor

Neil is a Certified Private Wealth Advisor® in the firm’s private wealth practice. Learn more about Neil.

Molly Powers

Molly Powers, CFP®

Private Wealth Associate

Molly advises individuals and families on various topics related to retirement and wealth accumulation and preservation. Learn more about Molly.