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, they may find an advisor who will.....

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

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 @ 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