PRESERVE YOUR ASSETS

AT ANY STAGE OF THE LONG-TERM CARE PROCESS

Join our free online workshop to learn how to secure quality long-term care and protect your family assets with little-known, effective strategies.

In our expert-led workshop you’ll discover:

- Whether care is need now or in the future…..

What Past Attendees Are Saying

“I wanted to let you know right away that your support and advice has been much appreciated. It’s not often that someone I do not know steps in to offer assistance and stays the course. My heartfelt gratitude to you for making a difference in our lives." - Mari-Elena G.

Abour Your Hosts

Joe Roseman, Jr.

You deserve to have great care, in fact, world-class care, while still protecting your family assets. Joe Roseman, Jr. has been helping families do just that for over 30 years. Joe’s book, The StayRetired™ Model shows individuals and families how to Retire, StayRetired™, and Never Be Forced to Go Back to Work.
But what about when you get sick and begin to need care? That is always a part of the plans that Joe builds on behalf of his clients. To spread the message, Joe appears on his local CBS affiliate, has written 3 books, and has earned numerous designations. They include the prestigious Chartered Retirement Planning Counselor (CRPC ), National Social Security Advisor (NSSA), and a Certified Dementia Practitioner (CDP).
Joe Roseman, Jr coordinates his Long-Term Care and Medicaid planning through the folks at Senior Resource Planning and Medicaid Success Select.

Lynn Donato

Lynn started Senior Resource Planning after over fifteen years of working on the front lines of rehabilitation and long-term care. She saw firsthand the difficulties patients had trying to navigate a complicated healthcare system. They were fighting hard for help when they should have been focused on recovery and leading happy, healthy lives.
She watched as families struggled to get care for themselves or their loved ones. She opened Senior Resource Planning as her way of making those challenges disappear. For her, the most satisfying moment is the relief and happiness she hears when she can show someone they're not stuck, that they have options, and that help is possible.
Lynn has earned numerous designations. They include Certified Medicaid Planner (CMP), Certified in Long Term Care® (CLTC), and licensed Insurance Broker.

What Prior Attendees Are Saying

"They answered every text and email within the hour. This was the BEST part of working with this team and their vast knowledge. I was very well supported during this process. I HIGHLY RECOMMEND this group" - Joyce M.

TRUSTED GUIDANCE FOR LONG-TERM CARE PLANNING