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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Tuesday Jul 24, 2018
Tuesday Jul 24, 2018
In this episode, Larry Heller speaks with Dan Goldberg to discuss what life care managers are and why you should consider hiring one.
Dan Goldberg is the president and managing director of IKOR of the North Shore Long Island, a life care management company for seniors and individuals with disabilities.
With our aging population, it’s more important than ever to consider how you will get the best care for our loved ones when they have special needs or medical issues.
Tune in as Larry and Dan discuss the role of a life care manager, housing options for older adults, along with common misconceptions around how Medicare works.
IKOR of North Shore Long Island | IKOR Global | Heller Wealth Management
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