Lunch & Learn
Wednesday, June 28, 2023
11:30 AM - 1:00 PM
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: