invites you to join us as we discuss.....


"Grow Your Practice with 

Long-Term Care Planning"


Lunch & Learn


Wednesday, October 25, 2023


11:30 AM - 2:00 PM


12223 N. Westshore Blvd, Tampa, FL 33607


With Long-Term Care Awareness Month coming up in November, we welcome Dr. Robert Tiller, CFP, CFS, RFC, and author of Forgotten Faces: Family Caregiver Voices (you will receive a digital copy prior to the meeting).   Throughout his career, he used the Long-Term Care Planning conversation as a way to both help protect a client's financial future and as the primary way he grew his practice. 


Here are a few things you will learn at this event:

  • Why other professionals need insurance agent alliances
  • Cultivating less traditional referral avenues
  • How Honesty = Concern, Concern = Trust, and Trust = Business Sustainability
  • Using caregiver stories to move past a client's Long-term Care Planning misconceptions/procrastinations



Event sponsor & co-presenter:

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