Please join us for a Lunch & Learn to discuss...
Strategies for Tax-Advantaged Long-Term Care Planning
Wednesday, October 22, 2025
11:30 AM - 1:30 PM
1900 Blue Fox Way, Trinity, FL 34655
Attendees will receive two (2) Hours of Florida Insurance CE or two (2) Hours of Florida CLE for Attorneys
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 planning into your practice.
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:
- 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
approach to delivering robust LTC Planning and solutions for clients.
Event sponsor & co-presenter:
Space is limited so please RSVP below for the event.....
Print