Name: Planning for Long-Term Care
Start: 2024-11-13T17:30:00-08:00
End: 2024-11-13T19:00:00-08:00
Location: SESLOC Credit Union

Join us for a presentation about preparing for your long-term care needs.
About this Event

Join us for an in-person presentation at SESLOC Credit Union, available through CFS*, for an informative event all about preparing for your long-term care needs. Whether you're planning for yourself or a loved one, this event will cover important topics such as Long Term Care options, financial planning, and resources available to help you make the best decisions for your future.

Don't miss out on this valuable opportunity to learn more about long-term care and how you can ensure you're prepared for whatever the future may hold. Presented by Chris Datu, CFS* Financial Advisor at SESLOC Wealth Management, with special guest Nick Tortarolo from OneAmerica Financial.

Chris Datu, born in the Philippines, moved to California at age 12. After high school, he served in the US Navy for five years before pursuing a college education. Upon graduating, he started a business in financial planning and later became the CFS* Financial Advisor at SESLOC Wealth Management after moving to California's Central Coast.

Nick Tortarolo from OneAmerica Financial brings nearly 8 years experience in long term care planning. Through personal experience, it has become his passion to secure peace of mind for families through comprehensive care solutions. His goal is to empower clients with the knowledge to make important decisions that will last a lifetime.

*SESLOC Wealth Management is provided through our relationship with CUSO Financial Services, L.P. (CFS) an independent Broker-Dealer and SEC Registered Investment Advisor formed for the express purpose of serving Credit Union members' investment and financial planning needs.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P., a registered broker-dealer (Member FINRA /SIPC) and SEC Registered Investment Advisor. Products offered through CFS are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. SESLOC has contracted with CFS to make non-deposit investment products and services available to credit union members. CFS and its representatives do not provide tax advice. For specific tax advice, please consult a qualified tax professional.