Please join us for a CE/CLE lunch & learn as we discuss.....
Strategies for Tax-Advantaged Long-Term Care Planning
Tuesday, September 23, 2025
11:30 AM - 1:30 PM
@
Principal Financial Group
625 Maryville Centre Drive, St. Louis, MO, 63141
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.
Join INERTIA & Global Atlantic for a dynamic, CE/CLE-accredited session that will help you proactively integrate LTC Planning into your advisory practice. This event is approved for 2 hours of Insurance CE and 2 hours of Florida Bar CLE, making it an ideal opportunity for both financial professionals and estate/elder law attorneys, or to invite a trusted referral partner and expand your network..
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 strategies and solutions for clients. Please register below today...
Event sponsor & presenter:
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