Strategies for Tax-Advantaged
Wednesday, December 6, 2023
11:30 AM - 1:00 PM
4110 West Boy Scout Blvd, Tampa, FL 33607
Today’s advisor recognizes the changing needs of their clients, especially with the ongoing demographic shift of our country. As the “retirement boom” continues, 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.
Most Americans over age 65 will require Long-Term Care as they age, yet fewer than 20% of Americans have a viable plan to address a future need for care. We invite you to join us to learn today's most successful strategies, concepts, and best practices for Long-Term Care Planning and how you can maximize the tax code to fill in “The Missing Piece” in your clients' planning.