Please join us as we discuss.....

 

Strategies for Tax-Advantaged 

Long-Term Care Planning

 

Lunch & Learn

 

Wednesday, June 22, 2022

 

11:30 AM - 1:15 PM

 

3001 Countryside Blvd.  Clearwater, FL 33761

 

Attendees will receive Two (2) Hours of Florida

Insurance CE and this course is also eligible for CPE

 

FACTS

"Baby Boomers" continue to retire in record

numbers and COVID-19 has disproportionately

impacted 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.

 

 

Event sponsor & co-presenter:

 

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