the courtyard of the Woodlawn Commons independent and enriched/assisted living apartments with flowers and decorative stones

The Wesley Foundation to host “A Conversation about Long-Term Care”

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The Wesley Foundation to host “A Conversation about Long-Term Care”

 

SARATOGA SPRINGS, N.Y., October 30, 2018 – The Wesley Foundation will host a program entitled “A Conversation About Long-Term Care” at the Holiday Inn in Saratoga Springs, NY on Tuesday, November 13 at 6 p.m. Admission is free.

The seminar will discuss the basics of long-term care planning, how families and advisors should approach planning for the care of aging adults, and the legal and financial strategies families should consider, including the use of insurance, trusts and other important planning documents.

Long-term care planning experts Tara Anne Pleat, Esq. of Wilcenski & Pleat, PLLC, and Brian Johnson, MBA, CLTC of Advisor Insurance Brokers will lead the evening’s discussion.

“We are thrilled to host this event featuring Tara and Brian, who are very knowledgeable experts in their fields and will provide vital information and advice to all in attendance,” said J. Brian Nealon, CEO of The Wesley Community. “The Wesley Health Care Center has earned a reputation for excellence by providing superior long-term nursing care with a personal touch for more than 40 years and we look forward to hosting this important discussion with families and professionals in our community.”

Pleat practices in the areas of special needs estate planning and administration, traditional estate planning and administration, long-term care planning, and elder law at Wilcenski & Pleat, PLLC, which has offices in Clifton Park and Queensbury.

She is a member of the Estate Planning Council of Eastern New York, Inc. and the National Academy of Elder Law Attorneys. Pleat currently serves as the chair-elect of the Elder Law and Special Needs Law Section of the New York State Bar Association. She is also an Adjunct Professor at Albany Law School, where she teaches a course on estate and financial planning for the elderly and individuals with special needs.

Johnson is the Director of Business Development at Advisors Insurance Brokers in Clifton Park, NY. He specializes in long-term care, life and disability insurance, as well as fixed annuities for individuals, employer groups and state and national associations.

Johnson has over 12 years of financial services experience, spending the last eight years in asset protection and wealth transfer planning. In addition to his professional practice, Johnson is regularly called on to conduct training for financial professionals nationwide.

Advance registration is requested for the seminar. Reservations can be made by phone at 518-691-1420 or via email at foundation@thewesleycommunity.org.

The Holiday Inn is located at 232 Broadway in Saratoga Springs.

About The Wesley Community

The Wesley Community is a 36-acre, not-for-profit agency in Saratoga Springs, NY, which serves the needs of the elderly, as well as active seniors, adults and pediatrics. Sponsored by United Methodist Health and Housing, Inc., The Wesley Community’s unique continuum of care community provides independent and assisted living for seniors, affordable independent senior housing, short-term rehabilitation and long-term care, as well as home care services and outpatient therapies available for people of all ages.

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FOR FURTHER INFORMATION, CONTACT:

Mark Bardack or Levi Pascher

Ed Lewi Associates

P: (518) 383-6183

C: M. Bardack (518) 867-7943 or L. Pascher (518) 429-9370

mbardack@edlewi.com or lpascher@edlewi.com

 

The Wesley Community