Please join us as we discuss.....


The Evolution of 

Long-Term Care Planning


Lunch & Learn


Tuesday, December 5, 2023


11:30 AM - 1:00 PM


1917 S. Osprey Avenue, Sarasota, FL 34239


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


Today’s advisor recognizes the changing needs of their clients; especially in light of the ongoing demographic shift in our country.  With a “retirement boom” to continue for the next 20 years, planning for those retirement years is an important step for your clients, and there may be no greater threat to their retirement years than the expenses associated with Long-Term Care.  70% of Americans over age 65 will require some form of Long-Term Care as they age, yet fewer than 10% of Americans have completed planning to address how to pay for that care.  


We invite you to join us to learn more about Long-Term Care Planning, and how

you can maximize the tax code to fill in “The Missing Piece” in your clients' planning.



Event sponsor & co-presenter:

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