Please join us for a Lunch & Learn.....



Strategies for Tax-Advantaged

Long-Term Care Planning




Wednesday, April 24, 2024

11:30 AM - 1:15 PM


119 N. Kirkwood Road, St. Louis, MO 63122


Attendees will receive Two (2) Hours of Missouri 

Insurance CE and this course is also eligible for CPE




"Baby Boomers" continue to retire in record

numbers and the pandemic disproportionately

impacted the country's aging population.


These two undeniable facts make your clients' planning 

for "Healthcare in Retirement" more important than ever!


Unfortunately, studies consistently show that far too many Americans don't understand the mandatory nature of Healthcare In Retirement and, by extension, Long-Term Care. As such, failing to address these topics in your clients' planning may be one of the greatest risks facing them today.


Please join us to learn about Tax-Advantaged Strategies for Long-Term Care Planning; that maximize the tax code for your clients and help you fill in this “missing piece” in their comprehensive planning.



Event sponsor & co-presenter:


Your form message has been successfully sent.
You have entered the following data:


Please correct your input in the following fields:
Error while sending the form. Please try again later.

Note: Fields marked with * are required

Print | Sitemap
© INERTIA / Advisor Services Group, Inc. - 2011-2023