Please join us for a Lunch & Learn to discuss...
Strategies for Tax-Advantaged Long-Term Care Planning
Wednesday, October 7, 2026
11:30 AM - 1:30 PM
17470 Brookside Trace Court, Tampa, FL 33647
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:
- 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.....
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