AzNHA Education Speaker Series (May 2024)

Long Term Care Solutions: When You Thought There Weren’t Any!

Featuring:  Charles C. Scott, AIF®, CDP®,  Pelleton Capital Management

As professional caregivers, you understand the profound impact long-term care needs have on families—both financially and emotionally. When individuals require sustained care, it often places their financial security and emotional well-being at risk. Funds once set aside for other life goals, a comfortable lifestyle for a spouse, or intended as a legacy for future generations and cherished causes, suddenly become vulnerable.

However, there are innovative long-term care solutions that can change the game. These strategies not only preserve but enhance the value of current assets, effectively transforming every dollar into two or three dollars dedicated to high-quality care. This financial leverage ensures a guaranteed income, expanding the scope and duration of the high quality of care your company provides.

Adopting these solutions means safeguarding retirement assets and maintaining lifestyles. It ensures that financial legacies remain intact and reduces the emotional strain on families, knowing that their loved ones will receive the care they need for as long as necessary. Ultimately, these long-term care options offer something invaluable: peace of mind.

About the Speaker:

Charles C. Scott, AIF®, CDP®, Founder and President of Pelleton Capital Management, stands out in the financial services industry with a specialized focus on supporting families impacted by Dementia. With over three decades of experience, Charles has dedicated himself to providing independent, objective, and unbiased advice to clients in the Phoenix-Scottsdale area since 1999. His expertise is not just in financial planning but also in navigating the complex challenges faced by families dealing with Dementia-related issues.

As a testament to his commitment to excellence in investment strategies and ethical conduct, Charles was the third professional in Arizona to earn the prestigious Accredited Investment Fiduciary® designation. Additionally, recognizing the unique needs of families coping with Dementia, Charles has achieved the CDP® designation from the National Council of Certified Dementia Practitioners.

Charles’ insights and guidance are particularly valuable for families navigating the complexities of Dementia care and financial planning. He advocates for a Long-Term Care Roadmap that addresses the emotional, physical, and financial repercussions that Dementia can have on a family.

Charles is a co-author of two books, a podcaster, and a contributing author to prestigious publications like Kiplinger, The Wall Street Journal, U.S. News, Forbes, Fox Business, and more. His insights and guidance are particularly valuable for families navigating the complexities of Dementia care and financial planning.

RSVP at least 48 hours prior to the start of the program to receive the access link.

This program will be held on Zoom.  You will need a device (computer, tablet or phone) with speakers and a strong internet connection to participate.
Not able to join us live? Visit our program archive; recorded programs appear about 1 week after the live broadcast.

AzNHA’s Education Speaker Series are complimentary for members, caregivers, families and anyone with an interest in Arizona’s in-home care community. RSVP’s are required to receive the access instructions for the live program, plan to RSVP at least 48 hours prior to the start of the program.

For assistance, please contact the AzNHA office at 602-283-3503 info@aznha.org.