Tuesday, October 15, 2024
10 am EST
When you’re responsible for the care of aging loved ones (or planning for your own future care), understanding the options available to you can be stressful.
Join BFG Financial Advisors and The Option Group for a free informational webinar that will answer the questions you have around:
Levels of care for aging adults
Ways of funding each level
Long-Term Care insurance
and more.
Meet The Speakers
Eric D. Brotman, CFP®
CEO, BFG Financial Advisors
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors and author of the award-winning book, Don’t Retire… Graduate! He and his team believe that financial literacy is the key to financial freedom, so they provide free and affordable educational resources and accessible financial planning with no asset minimums.
Dan Halla, CLU®, CLTC®
Senior Client Service Associate, BFG Financial Advisors
Daniel Halla joined BFG Financial Advisors as a client service associate in July of 2018. Dan spends much of his day researching the best ways to implement risk management to his clients’ portfolios and is always looking for new products and strategies that will improve his clients’ financial plans.
Ellen S. Platt, MEd, CRC, CCM
President & Certified Aging Life Care Manager, The Option Group
Ms. Platt is founder and owner of The Option Group, LLC. Her team conducts comprehensive evaluations, makes recommendations, and develops and implements personalized care plans. In addition, they provide advocacy services and can assist with care in the home or placement in a facility. Ongoing care management ensures that care plans adapt to changing needs and help avoid a crisis. The Option Group is committed to enhancing the quality of life for their clients and families, promoting safety, independence, engagement, and comfort.
Steve Gale
Business Development Coordinator
Steve joined The Option Group team in June of 2023 and has been in senior living sales and marketing for his entire career and has built his foundation of doing right by the families we serve before anything else. I’m grateful to work with other families everyday who need assistance, but do not know where to turn. I love the creative process of figuring out new ways to come to solutions, knowing everybody’s situation is unique. Personally, being a father is the most rewarding thing I have the pleasure of doing.
