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.....

Strategies for Tax-Advantaged Long-Term Care Planning

Virtual CE Event / Webinar

Attendees will receive Two (2) Hours of CE in the following states: FL, MO, SD, or Two (2) Hours of CLE approved by the Missouri and Florida Bar Associations

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 

The Plaza @ The Palms of Largo

400 Lake Avenue NE, Largo, FL 33771 

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

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

The Office of Mortellaro Law 

4102 W. Linebaugh, Tampa, FL 33624

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 @ 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 @ Hunter's Green Country Club

18101 Longwater Run Drive, Tampa, FL 33647

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