UPCOMING EVENTS
We frequently provide opportunities to learn about Long-Term Care Planning and the solution providers we work with. Please click on one of the sessions below for details on an upcoming event or to make a reservation.
We look forward to seeing you soon!!
How Will Your Clients Pay for Healthcare In Retirement?
"Strategies for Tax-Advantaged Long-Term Care Planning"
Lunch & Learn
@
One 19 North
119 North Kirkwood Road
Kirkwood, MO 63122
Attendees will receive Two Hours of Missouri Insurance CE - The course is also eligible for CPE
"The Evolution of Long-Term Care Planning"
Lunch & Learn
@
Countryside Country Club
3001 Countryside Blvd.
Clearwater, FL 33761
Attendees will receive Two (2) Hours of Florida Insurance CE
"Strategies for Tax-Advantaged Long-Term Care Planning"
Lunch & Learn
@
One 19 North
119 North Kirkwood Road
Kirkwood, MO 63122
Attendees will receive Two Hours of Missouri Insurance CE - The course is also eligible for CPE
"The Evolution of Long-Term Care Planning"
Lunch & Learn
@
400 Beach
400 Beach Drive NE
St. Petersburg, FL 33701
Attendees will receive Two (2) Hours of Florida Insurance CE
"The Evolution of Long-Term Care Planning"
Lunch & Learn
@
Ulele
1810 North Highland Avenue
Tampa, FL 33602
Attendees will receive Two (2) Hours of Florida Insurance CE
The New Long-Term Care Equation:
The Changing Roles of Money, Health, Family & Dignity
Webcast
1:00 PM
(Central Time)
CE credit available: CFA, CFP, CIMA, CLU/CHFC, CPA, CPWA, CRPC, CRPS, FPQP, TX CPA
"Strategies for Tax-Advantaged Long-Term Care Planning"
Virtual Lunch & Learn
12:00 PM (Central)
(GoToMeeting with DoorDash)
Attendees will receive a DoorDash Gift Card to order lunch for this virtual event, as well as
two (2) hours of Insurance CE (CO, FL, IA, MO, OH, PA & TX) - The course is also eligible for CPE
"Strategies for Tax-Advantaged Long-Term Care Planning"
Lunch & Learn
@
One 19 North
119 North Kirkwood Road
Kirkwood, MO 63122
Attendees will receive Two Hours of Missouri Insurance CE - The course is also eligible for CPE
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