How will YOUR clients pay for healthcare in retirement?
"Strategies for Tax-Advantaged
Long-Term Care Planning"
Wednesday, November 20, 2019
3:00 AM - 5:00 PM
15909 Preston Road, Dallas, TX 75248
Cost: Members $25 | Guest $40
Includes: Drink Ticket / Hors d'oeuvres
Attendees will receive Two (2) Hours of Texas
Insurance CE and the course is also eligible for CPE.
Advisors recognize the changing needs of their clients. With a "retirement boom" to continue for the next 20 years, planning for those years is an important step for your clients, and there may be no greater threat to their retirement years than Long-Term Care expenses. Providing tax-advantaged strategies and solutions supports this piece of the planning process, and ultimately encourages clients to implement the recommended solutions; often with little or no out-of-pocket cost. This session helps advisors understand how today's social safety net programs are in jeopardy due to longevity and why Long-Term Care Planning has become critically important.
Long-term Care Planning Strategist