Please join us for a Lunch & Learn as we discuss.....

 

Strategies for Tax-Advantaged Long-Term Care Planning

  

Thursday, September 3, 2026

@

11:30 AM - 1:30 PM

 

12951 W. Linebaugh Avenue,  Tampa, FL 33626

 

Attendees will receive two (2) hours of Florida Insurance CE or Florida Bar CLE, and this course is also eligible for CPE

 

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 the risk associated with the loss of autonomy or independence 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 Long-Term Care (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 consumers fail to assess the risk for lost autonomy or independence in their financial planning, so we’re excited for you to join us for this event so you can begin to better integrate LTC Planning into your practice.  

 

This session 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.

 

 

Please RSVP below for the event.....

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