UPCOMING EVENTS
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 about Long-Term Care Planning, they may find an advisor who will.....
Breath New Life Into An Old Annuity
INERTIA & Global Atlantic
Zoom Meeting @ 11:00 AM
(Eastern Time)
The Life & Annuity Toolbox for Long-Term Care Planning
OneAmerica Live Webinar
@
2:00 PM
(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, and the course is also eligible for self-reporting CPE
Strategies for Tax-Advantaged Long-Term Care Planning
Lunch & Learn @ Cooper's Hawk Winery & Restaurant
4110 West Boy Scout Blvd, Tampa, FL 33607
Attendees will receive Two (2) Hours of FLORIDA Insurance CE
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 and the course is also eligible for self-reporting CPE
The Evolution of 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
Strategies for Tax-Advantaged Long-Term Care Planning
Lunch & Learn @ Countryside Country Club
3001 Countryside Boulevard, Clearwater, FL 33761
Attendees will receive Two (2) Hours of Florida Insurance CE
The Evolution of 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
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