Successful Aging AZ & Creative Engagement Partners Present

Discovering New Pathways
for Dementia Care

Wednesday, February 23, 2022 9:00 a.m. — 3:00 p.m.

Sun Lakes United Methodist Church
9248 E. Riggs Road, Sun Lakes, AZ, 85248

Successful Aging Conference Dementia Edition

Speaker Profile

Katie Brenneman

Founder & President
Stronghold Financial

How to Protect Your Assets From the Cost of Long-Term Care

By now you’ve heard the cost of long-term care averages $8,000/month nationally. For some people it can exceed $20,000/month! But did you know that 4 out of 5 US residents ages 65 and over will need long-term care at some point in their life? Most families don’t have enough income and assets to afford the exorbitant cost of long-term care. For these people Medicaid (ALTCS) is often the best option to cover the bill.

You may have also heard that in order to qualify for Medicaid, you have to spend almost all your money first and have very low income… This is FALSE! The truth is, almost no amount of assets or income is too much in terms of getting qualified for Medicaid.

Learn how Stronghold Financial qualifies their clients for Medicaid in this one-hour talk.

Stronghold Financial specializes in re-positioning assets to preserve 100% for the healthy-spouse, or 50-75% for the estate’s beneficiaries using creative strategies that are federally-approved, 100% legal, and render the dreaded five-year look-back irrelevant. Stronghold will share their real world, hands-on expertise and how they can provide Medicaid financial qualification in about 4 weeks versus the industry average of 3-6 months.


Prior to starting Stronghold, Katie spent her entire career in estate and retirement planning. She witnessed the stress her dear grandmother “Mimi” experienced when her grandfather moved into a skilled nursing facility for the last 2.5 years of his life, and knew there had to be a better way.

Stronghold Financial now specializes in ALTCS planning. and is known for getting approvals in an average of only 4 weeks!

They prevent their clients from having to spend down all of their assets in order to be financially eligible for the program. Stronghold can protect 100% of the assets for the healthy spouse in a married couple, and 50-75% of the assets for the kids of an unmarried individual – while qualifying the individual in need of care for the ALTCS program at the same time.

Benjamin Surmi
Stronghold Financial