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A Big Piece of the Puzzle: Paying for Assisted Living

June 20, 2012

Hart Park Square senior community will host an educational seminar entitled, "A Big Piece of the Puzzle: Paying for Assisted Living." This program will offer information on many different ways to pay for care, and will help people see that assisted living can be much more affordable than one might think.

Adele Lund, Director of Community and Business Relations for the Laureate Group along with Valerie Johnson, Certified Financial Planner with Kolb+Co. Financial Advisers LLC, will discuss the following topics:

How to Pay for a Senior Community:
• Private Pay
• Other possible funding options (life insurance, long-term care insurance)
• Government sources (Medicare, Medicaid, VA, Family Care)
• Bridging the gap: paying for care needs now when assets are not liquid

Tax Deductions: An overlooked consideration
• Qualifying medical expenses
• Check list of potential deductions most often missed
• Long-term care medical expenses deductibility

The program will be held on Tuesday, July 10th from 6:00 - 7:00 p.m. at Hart Park Square, 6600 W River Parkway in Wauwatosa. A light supper and tours will be available. Please RSVP to 414-476-8787 by July 6th if interested in attending.

Hart Park Square is a Laureate Group senior community and offers independent and assisted living apartments. For more information, visit

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