Please join us as we discuss.....


Strategies for Tax-Advantaged

Long-Term Care Planning


Lunch & Learn


Thursday, December 28, 2023


11:30 AM - 1:15 PM




3001 Countryside Blvd.  |   Clearwater, FL 33761   |   Phone: 727.796.2153


Attendees will receive Two (2) Hours of Missouri 

Insurance CE and this course is also eligible for CPE


FACT:   The pandemic disproportionately impacted

our nation's aging population and "Baby Boomers"

will continue to retire in record numbers.


These two undeniable facts mean helping your clients plan for "Healthcare in Retirement" is 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:


Space may be limited due to the venue's social distancing policies and we encourage you to reserve a spot far in advance by registering below.....


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