The Rossmoor Financial Forum Survey for Topics for 2020 Meetings recorded a high degree of interest in Long Term Care and Critical Illness Insurance. The Financial Forum welcomes Daniel J Gannett to our July 28th workshop on Where does Long Term Care and Critical Illness Insurance fit in your investment portfolio.
As a Registered Investment Advisor Daniel J Gannett, specializes in Goal Based Financial Planning, and is well qualified to discuss life, and long term care insurance as a part of our life and estate plan. Mr. Gannett has been a Registered Investment Advisor since 2007. His family advisory firm, Park Place Wealth Advisors in Orinda, is recognized as one of the top financial planning firms in the East Bay. Mr. Gannett has taught classes at UC Berkley and gives back to the community with pro bono education for foster youth in Contra Costa County.
This event is open to all members of the Financial Forum. With the uncertainty of size of attendance permitted and facilities opening the decision has been made to have this be a Zoom Meeting. The meeting will be limited to 150 members. The workshop will start at 3:00 P.M. There will be a 15-20 minute question and answer period at the conclusion.
For more information contact Sally Nordwall 925-216-7026 or Joe Hoffman 925-954-7912.