We frequently provide opportunities to learn about Long-Term Care Planning and the solution providers we work with. Please click on one of the sessions below for details on an upcoming event or to make a reservation.

We look forward to seeing you soon!!

If you are not engaging clients on Long-Term Care Planning, it's time to make it a priority.....

Breath New Life Into An Old Annuity

INERTIA & Global Atlantic

Zoom Meeting @ 11:00 AM 

(Eastern Time)

Strategies for Tax-Advantaged Long-Term Care Planning

Virtual CE Event / Webinar

Attendees who attend this session will receive 2 Hours of continuing education credits in the following states: CO, FL, IA, MO, SD, TX, or VA, or 2 Hours of CLE approved by the Missouri and Florida Bar Associations

Strategies for Tax-Advantaged Long-Term Care Planning

Lunch & Learn @ Gigglewaters

737 Main Street, Safety Harbor, FL 34695

Attendees will receive Two Hours of FLORIDA Insurance CE or CLE, and the course is also eligible for self-reporting CPE

Strategies for Tax-Advantaged Long-Term Care Planning

Lunch & Learn @ Hunter's Green Country Club

18101 Longwater Run Drive, Tampa, FL 33647

Attendees will receive Two (2) Hours of Florida Insurance CE and CLE

Strategies for Tax-Advantaged Long-Term Care Planning

Lunch & Learn 

Libby's

1917 S. Osprey Avenue, Sarasota, FL 34239

Attendees will receive two (2) Hours of FLORIDA Insurance CE and CLE

Strategies for Tax-Advantaged Long-Term Care Planning

Business @ Breakfast

Another Broken Egg Cafe

2554 McMullen Booth Rd, Clearwater, FL 33761

Attendees will receive Two (2) Hours of Florida Insurance CE and CLE

Strategies for Tax-Advantaged Long-Term Care Planning

Lunch & Learn 

Discovery Village - Trinity

1900 Blue Fox Way, Trinity, FL 34655

Attendees will receive two (2) Hours of FLORIDA Insurance CE and CLE

Strategies for Tax-Advantaged Long-Term Care Planning

Lunch & Learn @ One 19 North

119 North Kirkwood Road, Kirkwood, MO 63122

Attendees will receive Two Hours of MISSOURI Insurance CE or CLE, and the course is also eligible for self-reporting CPE