Host
Kelly Augspurger, CLTC, CSA®
Kelly helps people plan for future extended care by protecting their family and finances. She is a Certified Senior Advisor (CSA®) and Long-Term Care Insurance Specialist.
Steadfast Care Planning
Steadfast Care Planning is for people who want to learn how to best plan for their longevity including how to navigate extended care, long-term care insurance options, and other challenges that older adults face. Join Kelly Augspurger, Certified Senior Advisor (CSA)® and long-term care insurance specialist as she has thought-provoking conversations with industry professionals. Tune in as Kelly guides you on how to plan for care to live well.
Contributors
Guests
Guest
Adria Rosebrock
As manager of advisor training and research, I am responsible for specialized financial and tax planning research, advisor training programs, developing and implementing integrated financial planning standards, and evaluating financial planning software and tools to improve the client experience at Hamilton Capital Management.
As a Certified Financial Planner®, I previously served as a financial advisor in the Washington, D.C., metro area. Recognizing the complexities of Social Security, I earned the National Social Security Advisor™ designation in order to better serve clients. I now serve as a subject matter expert on Social Security planning for the firm’s financial planning team and all of its clients.
If you wish to contact me, please email me at amr@hamiltoncapital.com or call me at (614) 273-1000, as I am not permitted to reply to messages through LinkedIn.