Please join us as we discuss.....

The Evolution of 

Long-Term Care Planning

Lunch & Learn

Wednesday, November 29, 2023

11:30 AM - 1:15 PM

18101 Longwater Run Drive, Tampa, FL 33647

Attendees will receive Two (2) Hours of Florida

Insurance CE and this course is also eligible for CPE

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.  

Please 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.