Business Roundtable – October 14, 2021
WHEN: 7:30 – 9:00 am, October 14, 2021
WHERE: On Zoom, Zoom opens at 7:30 am for general catch-ups. At 7:45 am we’ll have a brief icebreaker. The program starts at 8 am.
Please join us for an hour of Zoom networking and a highly interactive program.
FACILITATOR: Jill Citron
TOPIC: Long Term Care, a wealth protection tool. What you really need to know.
About JILL: Jill Citron is an insurance agent specializing in Long Term Care, Annuities and Life Insurance. She has been doing this for the past 18 years. Prior to focusing on LTC she was a top financial advisor with Ameriprise, Chase and Bank of America. As an advisor she always incorporated LTC as part of her financial planning when appropriate, knowing it was potentially one of major unexpected things that happen in life that can ruin a retirement plan and how important it is to take steps to prevent that. She has worked with many families helping them protect what is important to them and their loved ones.
She is an active member of Or Ami serving on several committees, including the Or Ami Village and she’s been part of the Chorale.
Jill lives in Encino with her husband, Rusty. They have 2 grandchildren from her daughter Rachel and her husband, Ethan Cohen. Her daughter Stacy Citron lives close by and is a singer/songwriter.
The Or Ami Business Roundtable is open to all Or Ami members and friends.
For more information on the Business Roundtable, contact:
Dianne Gubin – DianneGubin@gmail.com or Steve Rifkin – firstname.lastname@example.org