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

The Grove at Countryside

2425 McMullen Booth Rd, Clearwater, FL 33761

 

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

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

Discovery Village - Trinity

1900 Blue Fox Way, Trinity, FL 34655

 

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

 

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

Westminster Palms

939 Beach Drive NE, St. Petersburg, FL 33701

 

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

Aston Gardens at Tampa Bay

12951 W. Linebaugh Avenue,  Tampa, FL 33701

 

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 

Discovery Village

17470 Brookside Trace Court, Tampa, FL 33647

 

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 

The Estate at Hyde Park 

2301 W. Palm Drive,  Tampa, FL 33629

 

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 

Blue Heron Senior Living

5085 Eagleston Blvd,  Wesley Chapel, FL 33544

 

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

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