UPCOMING EVENTS

 

We frequently provide opportunities to learn about Long-Term Care Planning and the solution providers we work with. Please click on one of the sessions below for details on an upcoming event or to make a reservation.

 

We look forward to seeing you soon!!

 

 

If you're not PREPARED to discuss Long-Term Care 

Planning with clients, they may just find an advisor who is.....

OneAmerica:  The "Hybrid" Life & Annuity LTC Toolbox

 

OneAmerica Webinar

2:00 PM

(Eastern Time)

 

 

"Breath New Life Into An Old Annuity"

 

INERTIA & Global Atlantic

Zoom Meeting 1:00 PM

(Central)

 

OneAmerica - Care Solutions Summit 

 

Lunch & Learn 

@

Maggiano's

203 Westshore Plaza

Tampa, FL 33609

 

OneAmerica:  The "Hybrid" Life & Annuity LTC Toolbox

 

OneAmerica Webinar

2:00 PM

(Eastern Time)

 

OneAmerica:  The "Hybrid" Life & Annuity LTC Toolbox

 

OneAmerica Webinar

2;00 PM

(Eastern Time)

 

"The Evolution of Long-Term Care Planning"

 

Lunch & Learn

@

Ulele

1810 North Highland Avenue

Tampa, FL 33602

 

Attendees will receive Two (2) Hours of FLORIDA Insurance CE

"Strategies for Tax-Advantaged Long-Term Care Planning"

 

Lunch & Learn 

@

One 19 North

119 North Kirkwood Road

Kirkwood, MO 63122

 

Attendees will receive Two Hours of MISSOURI Insurance CE - The course is also eligible for CPE

"Strategies for Tax-Advantaged Long-Term Care Planning"

 

Lunch & Learn

@

Countryside Country Club

3001 Countryside Blvd.

Clearwater, FL 33761

 

Attendees will receive Two (2) Hours of Florida Insurance CE

OneAmerica:  The "Hybrid" Life & Annuity LTC Toolbox

 

OneAmerica Webinar

2:00 PM

(Eastern Time)

 

"The Evolution of Long-Term Care Planning"

 

Lunch & Learn

@

Libby's

1917 S. Osprey Avenue

Sarasota, FL 34239

 

Attendees will receive Two (2) Hours of Florida Insurance CE

OneAmerica:  The "Hybrid" Life & Annuity LTC Toolbox

 

OneAmerica Webinar

2:00 PM

(Eastern Time)

 

OneAmerica:  The "Hybrid" Life & Annuity LTC Toolbox

 

OneAmerica Webinar

2:00 PM

(Eastern Time)

 

"Strategies for Tax-Advantaged Long-Term Care Planning"

 

Lunch & Learn 

@

One 19 North

119 North Kirkwood Road

Kirkwood, MO 63122

 

Attendees will receive Two Hours of MISSOURI Insurance CE - The course is also eligible for CPE

OneAmerica:  The "Hybrid" Life & Annuity LTC Toolbox

 

OneAmerica Webinar

2:00 PM

(Eastern Time)

 

"The Evolution of Long-Term Care Planning"

 

Lunch & Learn

@

Hunter's Green Country Club

18101 Longwater Run Drive

Tampa, FL 33647

 

Attendees will receive Two (2) Hours of Florida Insurance CE

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