A Complimentary Educational Workshop for Clarity Legal Group Clients & Guests
Presented by Clarity Legal Group and Northwestern Mutual
The Best Time to Plan for Long-Term Care Is Before You Need It.
A serious health event or the gradual onset of cognitive decline shouldn’t force your family into crisis mode. When extended care needs arise without an intentional plan in place, adult children are often left guessing, assets face unnecessary exposure, and families encounter the emotional distress of court-supervised guardianship or delayed care.
A complete long-term care strategy protects two things: your life savings and your personal voice.
Join Clarity Legal Group and specialized extended care advisors from Northwestern Mutual for an exclusive, client-focused workshop designed to help you build a proactive roadmap, align your legal and financial tools, and lead productive, stress-free conversations with your loved ones.
What You Will Learn
- Long-Term Care Financial Strategies: Practical options for funding extended care—including modern long-term care insurance strategies, asset-based solutions, and preserving retirement assets without completely spending down family wealth.
- Bridging the Family Communication Gap: Step-by-step guidance on how to speak openly with your spouse, adult children, or designated agents so they understand your wishes, roles, and instructions before an emergency strikes.
- Resolving Long-Term Care Policy Challenges: What you need to know about navigating long-term care insurance claims and addressing common claim denial hurdles.
Featured Speakers & Panelists
Alan Dickinson
Estate Planning Attorney, Clarity Legal Group
Alan Dickinson brings over two decades of legal experience in estate planning, elder law, long-term care denial litigation, and special needs trusts. Alan specializes in translating complex North Carolina elder law and incapacity planning mechanisms into straightforward, actionable legal structures that keep families in control and out of the courts.
Barbara W. De Berry, CFP®, CLU®, ChFC®, CASL®, CLTC®
Long-Term Care & Extended Care Specialist, Northwestern Mutual
Having experienced the demands of the “sandwich generation” firsthand while balancing career, family, and a sick parent, Barbara is deeply committed to helping clients design customized extended care solutions. Her mission is ensuring that when a care event occurs, clients never lose their voice or compromise their family’s financial foundation.
Who Should Attend?
- Current clients looking to review or enhance their existing estate plan with specialized long-term care provisions.
- Couples and individuals approaching or enjoying retirement who want clear clarity on extended care funding options.
- Adult children and designated healthcare/financial agents who want to understand how to effectively support aging parents without guesswork.
Reserve Your Seat Today
Seating is strictly limited to maintain an intimate seminar environment with direct access to our speakers during Q&A.
