UPCOMING EVENTS

INERTIA provides you with opportunities to learn about Long-Term Care Planning, often with some of the solution providers we work with. Please click on one of the sessions below for details on an upcoming event or to RSVP.

 

We look forward to seeing you soon!!

 

 

Client Engagement on Long-Term Care Planning Starts Here.....

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

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

 

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

 

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

 

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 

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

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

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