Webinar Announcement: Understanding Long Term Care with Alloy Silverstein Financial Services, Inc.

There’s a lot to plan when it comes to your future financial goals. Is Long-Term Care part of it? With the rising costs of care and the growing likelihood that most of us will need some form of assistance as we age, understanding your options is critical.

Join us for an upcoming complimentary, no-obligation, webinar with Alloy Silverstein Financial Services, Inc. and The C.O.R.E. Group. Together we’ll explore the basics of LTC, types of care available and financial considerations involved.

Understanding Long Term Care Presentation — What You’ll Learn:

• What is Long Term Care (LTC)?
• What Are The Risks?
• How Can I Protect My Relationships?
• The Hidden Costs of LTC
• How to Plan for LTC
• Tax Implications
• and more

Reserve your seat now for an insightful webinar that explores the critical role long-term care planning plays in securing your financial future. Learn how to proactively prepare for life’s uncertainties and integrate long-term care into a comprehensive financial strategy.

Presented by

Ronald V. Donato Jr., CFP®, MBA

Director of Financial Services
Alloy Silverstein Financial Services, Inc.

Ron joined Alloy Silverstein Financial Services in 2014 and has been working in financial planning, retirement planning, and wealth management since 1997. Ron received his Bachelor of Arts degree in political science in 1979 from Ursinus College and his Master of Business Administration degree in Finance in 1987 from Villanova University. Ron holds the CERTIFIED FINANCIAL PLANNER™ designation and is licensed in New Jersey and Pennsylvania for life, accident, and health insurance. He is a member of the Financial Planning Association. He originally joined the financial services industry because of his passion to help others become successful in their financial lives.

Heather Sherrill

Associate Financial Advisor
Alloy Silverstein Financial Services, Inc.

With 20+ years of experience in finance, Heather blends technical know-how with a personal touch to help clients plan for retirement and life’s big goals. A former bond trader and longtime financial planner, she also draws from her passion for education—having taught high school business and tutored kids in ELA. Originally from the Midwest before calling New Jersey home, Heather attended the University of Missouri-Columbia where she received her BSBA degree in Finance and Banking. She works closely with clients to provide thoughtful, tax-smart financial guidance.

Ray Parman

Relationship Manager
The CORE Group

Ray has over 20 years of experience in the insurance industry.  He has spent time in roles that consist of sales, marketing and underwriting, and currently works with advisors in a relationship-centric setting. He focuses on delivering strategies that protect assets and income as well as tax efficiency in client portfolios. Ray graduated from Taylor University in 1999 with a BA in Business Administration and graduated from Indiana Wesleyan University with an MBA in 2005.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Alloy Silverstein Financial Services, Inc. is independent of Avantax.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.