You're Invited to AEGIS's Lunch & Learn


"Long Term Care"

 
 

Appleton Office Presentation: Tuesday, March 25, 2025


Oshkosh Office Presentation: Thursday, March 27, 2025


When: 11:30 AM - 1:00 PM


Lunch will be provided!


Approximately 70% of individuals over the age of 65 will require some form of long-term care. With costs of a nursing home stay approximately $10,000 per month, long term care can devastate a financial plan if not accounted for with proper planning. This seminar seeks to educate on the different forms of long-term care and highlight planning options for funding long term care expenses. 

Office Locations:


Oshkosh: 530 N Koeller Street | Oshkosh, WI 54902

Appleton: 4351 West College Ave, Suite 110 | Appleton, WI 54914



RSVP BY March 19, 2025

 
 
Appleton RSVP 
 
Oshkosh RSVP
 
Decline
 


AEGIS Financial


Our Office Will be Closed:


February 27, 2025 - Professional Development Day



(920) 233-4650

marketing@AEGIS4me.com

www.AEGIS4me.com



Investment Advisory Services are offered through AEGIS Financial, registered investment adviser.



AEGIS Financial does not accept orders and/or instructions regarding your account by e-mail, voice mail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. E-mail sent through the Internet is not secure or confidential. AEGIS Financial reserves the right to review, monitor, and archive all e-mail sent and received. Any information provided in this e-mail has been prepared from sources believed to be reliable but is not guaranteed by AEGIS Financial and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. AEGIS Financial and its employees may own options, rights or warrants to purchase any of the securities mentioned in e-mail. This e-mail is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone at 920-233-4650 or return and delete the original transmission and its attachments without reading or saving in any manner.


*The Forbes Best-in-State Wealth Advisors 2024, 2023, 2022 and 2021 ranking, developed by Shook Research, is based on in‐person and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, review of compliance records, community involvement, firm nominations, and quantitative criteria, including: assets under management and revenue generated by the firm. This rating is based on the period from 6/2022 to 6/2023 for 2024 Award, 6/2021 to 6/2022 for 2023 Award, 6/2020 to 6/2021 for 2022 Award and 6/2019 to 6/2020 for 2021 Award and are released on the following April each year thereafter. The Forbes Best in State Wealth Advisors rating does not guarantee future performance outcomes and does not ensure that a client or prospective client will experience a higher level of performance or result. There is no payment given to qualify or receive this rating. However, there is a user fee paid to use the Forbes Best in State Logo(s).