Aging In Place Business Network
Join us for networking and conversation with the new Chair of AiPBN, Tracy Meade! Tracy is a financial planner, long-term care consultant, and owner of Tracy Meade & Associates. Tracy will share her vision for the group and invite you to get involved as a volunteer.
As a native of Central Virginia and a serial entrepreneur, Tracy has had a vast career as an accountant, Class A Contractor, developer, and Realtor prior to transitioning into a career in financial services in 2012. Her combination of life and business experience brings a wealth of knowledge to her clients, and she specializes in tax-efficient financial planning for entrepreneurs.
As she began to learn more about long-term care insurance and the often-tax-free benefit that it can offer, Tracy decided to become a Certified Long-Term Care Consultant and completed her training in March 2018. Whenever possible, she now incorporates extended care planning into her clients’ retirement plans.
Tracy is insurance licensed in multiple states and provides education seminars on Social Security and long-term care planning for the Osher Lifelong Learning Institute at the University of Virginia, The (Senior) Center at Belvedere, and large employer groups through the state, both in person and via Zoom.
Date and Time
Friday Aug 4, 2023
9:00 AM - 10:30 AM EDT
Meetings held the first Friday, every other month unless otherwise noted.
February, April, June, August, October and December
Location
JABA - Mary Williams Senior Community Center
674 Hillsdale Drive
Charlottesville, VA
Fees/Admission
Free for members; $10 nonmembers
Contact Information
Andrea Copeland
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