Please join us for this event as we discuss.....
Strategies for Tax-Advantaged Long-Term Care Planning
Wednesday, April 8, 2025
11:30 AM - 1:30 PM
2425 McMullen Booth Rd, Clearwater, FL 33761
Attendees will receive Two (2) Hours of Florida Insurance CE or Two (2) Hours of Florida CLE for Attorneys
The “Silver Tsunami” is now cresting, and soon 1 in 5 Americans — roughly 75 million Baby Boomers — will be in or nearing retirement. Still, more than 80% have failed to address the risk associated with the loss of autonomy or independence in their comprehensive financial, retirement, or estate planning. These are not speculative concerns — they are undeniable facts, exposing one of the most significant risks facing consumers and their families today.
The loss of independence is a foreseeable contingency with profound financial, emotional, and legal consequences. As a result, advisors must clearly explain the mandatory nature of Long-Term Care (LTC) Planning and the need for effective strategies to address it. Failing to do so leaves clients dangerously exposed. Because many clients still misunderstand this reality, we are excited to invite you to this event, designed to help you begin integrating LTC Planning into your practice in a practical, defensible way.
This event is approved for two hours of Florida Insurance CE and Florida-Bar CLE, providing an opportunity for estate planning and elder law attorneys to learn more about this important topic.
The course will cover:
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Understanding the mandatory nature of LTC Planning
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Quantifying LTC needs across financial, retirement, and estate plans
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Tactical marketing strategies to identify clients who need LTC Planning
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Simplifying the conversation with essential LTC Q&A
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Real-world case studies featuring tax-advantaged LTC solutions
Why Attend?
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Strengthen your practice with a proven LTC Planning process
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Deepen client relationships by addressing a critical planning gap
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Earn 2 hours of CE or CLE credit over a complimentary lunch
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Participate in a brief tour to better understand the local Continuum of Care
Attending this event will give you a process-oriented way to deliver robust Long-Term Care Planning and solutions for clients. Space is limited, so register below today...
Event sponsor & co-presenter:
Please RSVP below for the event.....
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