Please join us.....


For A Virtual Lunch & Learn

GoToMeeting & DoorDash  

Friday, January 14, 2022

11:30 AM (Eastern)


as we discuss.....


 Strategies for Tax-Advantaged

Long-Term Care Planning



"Baby Boomers" continue to retire in record

numbers and COVID-19 disproportionately

impacts the country's aging population.


These two undeniable facts make your clients' planning 

for "Healthcare in Retirement" more important than ever!


Unfortunately, studies consistently show that far too many Americans don't understand the mandatory nature of Healthcare In Retirement and, by extension, Long-Term Care. As such, failing to address these topics in your clients' planning may be one of the greatest risks facing them today.


Please join us to learn about Tax-Advantaged Strategies for Long-Term Care Planning; that maximize the tax code for your clients and help you fill in this “missing piece” in their comprehensive planning.


You will receive a DoorDash gift card the morning of the event for your lunch and Two (2) 

Hours of Insurance CE will be offered in the following states:  CO, IA, FL, MO, OH, PA & TX.   

The course is also eligible for self-reporting CPE.



Event sponsor & presenter:



Space is limited due so reserve a spot TODAY by registering below.....

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