Financial Planning Options for Long Term Care (BEUHS187)

Workshop | February 11 | 12:10-1:30 p.m. | Tang Center, University Health Services, Tang Ed. Center

 Kenneth Leung, CFP, Millar Financial Group

 Elder Care Program

With rising costs of medical expenses, planning for Long Term Care for yourself or a loved one can be complex and challenging. Solutions require all or a combination of: the coordination of the family’s personal and financial resources, insurance benefits, and public benefits planning. Come learn more about the various Financial Planning options for Long Term Care.

Bio:
Kenneth Leung is a Certified Financial Planner (CFP®) and Investment Consultant at Millar Financial Group in Fremont, California. He earned his Bachelor’s degree in Economics at the University of California, Berkeley, with a focus in Mathematics and Statistics. With a passion in educating others, he became a peer instructor, teaching statistics when he was at UC Berkeley.
Prior to joining Millar Financial in 2007, he worked at two other companies where he earned his security and insurance licenses. Kenneth started Millar Financial Group to continue serving clients after Timothy Millar’s passing in 2016.

Besides spending time at Millar Financial Group, Kenneth volunteers at Alameda County Search and Rescue. He also enjoys traveling. As a die-hard California alumni, you will find him at different sporting events cheering on his fellow Bears.

 CA, snho@berkeley.edu, 510-643-7754