Please join us for this virtual CE event as we discuss.....
Strategies for Tax-Advantaged
Long-Term Care Planning
Virtual CE Event
Tuesday, January 13, 2026
10:00 AM - 11:50 AM
(Eastern Time)
Attendees will receive Two (2) Hours of CO, FL, IA, MO, SD, TX, or VA Insurance Continuing
Education or Two (2) Hours of CLE approved by the Missouri and Florida Bar Association
The "Silver Tsunami" will crest in less than five years, as 1 in 5 Americans — 75 million Baby Boomers — will be in or near retirement. Unfortunately, over 80% of them have yet to address Long-Term Care (LTC) in their comprehensive financial, retirement, or estate planning. These undeniable facts underscore why planning for healthcare in retirement is more crucial than ever and why you need to understand and be able to explain the mandatory nature of LTC Planning and the critical need for effective long-term care strategies. This gap in planning is one of the most significant risks your clients and their loved ones face today.
Too many Americans don't understand the mandatory nature of Healthcare In Retirement and, by extension, the need for LTC Planning, so we’re excited to invite you to this event, designed to help you begin integrating this critical planning into your practice.
The course will cover:
- Understanding the mandatory nature of LTC Planning.
- Quantifying LTC needs into a client's financial, retirement, & estate plans.
- Tactical marketing strategies to identify clients who need LTC Planning.
- Simplifying the LTC Planning discussion into essential, necessary Q & A.
- Case studies to see real-world examples of tax-advantage LTC Planning
Why Attend?
- Strengthen your practice with a proven process for addressing LTC needs.
- Enhance client relationships by proactively filling a critical gap in their planning.
- Earn 2 hours of CE or CLE credits while enjoying a complimentary lunch.
Attending this event will provide you with a process-oriented, customized approach to delivering robust LTC Planning and solutions for clients.
Please RSVP below for the event.....
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