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?

The New Long-Term Care Equation

The Changing Roles of Money, Health, Family and Dignity

 

Lincoln Financial Group

Virtual Event 

June 22 @ 2:00 PM

(Eastern)

 

The event meets criteria for Continuing Education (CE) credit for certain licenses and designations,

including CFA, CFP, CIMA, CLU/CHFC, CPA, CPWA, CRPC, CRPS, FPQP, and TX CPA.

"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

"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

"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

"The Evolution of Long-Term Care Planning"

 

Lunch & Learn

@

Olive & Ivy

7135 E. Camelback Road

Scottsdale, AZ 85251

 

Attendees will receive Two (2) Hours of Arizona Insurance CE

"The Evolution of Long-Term Care Planning"

 

Lunch & Learn

@

Trattoria Pina

5541 N Swan Road

Tucson, AZ 85718

 

Attendees will receive Two (2) Hours of Arizona 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

"New Life for Old Annuity"

 

OneAmerica

Zoom Meeting

@

1:00 PM (Central)

 

"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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