Durham-Orange Estate Planning Council Meeting
SPEAKER: Barbara W. DeBerry, CLU, ChFC, CFP, CASL, CLTC
Long-Term Care Specialist & Financial Advisor
Northwestern Mutual – Durham
Barbara DeBerry is a Long-Term Care Specialist and Financial Advisor with Northwestern Mutual, in Durham. Her practice focuses on protecting the family relationships, financial security, and legacies of her clients through long-term care planning.
Barbara is passionate about long-term care planning and its integration into a holistic financial plan. Her personal extended care experiences within her family, as well as those of her clients, have strengthened her commitment to widespread education about long-term care insurance for consumers and their advisors. She is a frequent presenter to other professionals on the topic.
Prior to joining Northwestern Mutual in 1996, Barbara worked for 11 years in the banking industry as a Commercial Lender & Private Banking Manager.
Barbara sits on the Board of Caring House, is Chair of The Legacy Committee at Duke Memorial United Methodist Church, and is a Member of The Steering Committee of Dementia Inclusive Durham. She has been married to Tad for 26 years and they have 2 daughters, ages 19 and 22.
A 1985 graduate of UNC Chapel Hill, with a BS in Business Administration, Barbara is a native of Asheville, North Carolina.
PRESENTATION TOPIC:
“LONG-TERM CARE PLANNING”
“WHAT, WHO, WHEN & WHY”
- Who should be thinking about Long-Term Care Planning
- When the conversations should take place
- Why Long-Term Care Planning is so important to all of us as trusted advisors
- Planning for high net worth clients and second marriages
- Changes in the LTC marketplace and types of coverage available
- The impact of age and health on underwriting of policies
TO REGISTER: www.doepc.org
If You Are Planning To Bring A Guest,
Please Remember To Also Register Your Guest
Cost For Guests: $30.00 (Payment On Line Is Available) at: www.doepc.org
Registration Will Close -- Friday, November 10, 2017, at Noon
Questions: Please Contact Sharon Lassiter, DOEPC Administrator, at: slassiter38@nc.rr.com
