Join Us for a Deep Dive into Medicaid Spend Down Strategy - Buyer Beware

   Thursday, December 12, 2024
   Registration begins at 5:45 with presentation starting at 6:15

Join Us for a Deep Dive Into a Medicaid Spend Down Strategy – Buyer Beware. Tony Zabiegala (SWP) and Dan Baron (Baron Law) will discuss:

  • Understand how Ohio’s long-term care system works
  • Pros and cons of creating an Irrevocable Medicaid Protection Trust
  • How to spot misleading recommendations and their negative financial impacts

Come join us for a fun and informative evening! Snacks and refreshments will be provided.

Space is limited to 45 registrants (Adults only, please), guests of clients are welcome if they feel that information related to this topic would be beneficial. Once we have reached capacity, you will be placed on a waiting list and contacted if a spot opens.

Park where convenient and one can enter through the Lobby entrance doors and take the elevators to the lower level. The presentation should take approximately one hour.

Meet Your Instructors:
Dan A. Baron is the founding member of Baron Law LLC, focusing his practice to the areas of estate planning and elder law. In addition to the practice of law, Dan teaches at several local colleges including Cuyahoga Community College, Lorain County Community College, and Baldwin Wallace. Dan is a published author of several articles that have been published in the CMBA bar journal. In addition he is the founder of the annual publication, “Dollars & Sense” magazine. He is a member of the Cleveland Metropolitan, West Shore, Ohio, and American Bar Associations. Dan is also on the board of Trustees for the Parma Bar Association and Bridgeboard, a non-profit that raises money for the Boys and Girls Club. Finally, most recently Dan was selected as a Super Lawyer, Rising Star, a nomination that only the top 2.5% of attorneys achieve, but as Dan says, it’s most likely a nomination made by his mother.
As Chief Operations Officer and Senior Wealth Advisor with Strategic Wealth Partners, Tony Zabiegala manages two highly important roles. He draws from his diverse array of skills to help clients achieve their financial goals while also making sure SWP runs like a smoothly functioning, client-centric advisory firm. He strives to provide clients with superior service, while advising them on comprehensive, proactive wealth management. In his role as a Chartered Retirement Planning Counselor® (CRPC®), Tony thrives on helping clients realize their retirement goals. Tony began his career as a civil engineer, displaying exceptional ease with numbers and technical details. His transition to the more customer-focused, collaborative wealth management sector was therefore an easy one. Here, Tony found his true calling: assisting people achieve their retirement goals and helping them eliminate financial stress.

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