Tuesday, May 21st 11 am CST
Thursday, July 18th 11 am CST
1 Hour CFP CE
In order to receive CFP credit, you will need to register and provide your full name, email, phone and CFP ID number.
Description
This webinar will cover a range of Long Term Care Retirement Planning solutions. Brian Gordon will address when the right time to consider LTC Planning, provide examples of Long Term Care Insurance (LTCI) and Annuity quotes that solve for different scenarios, and briefly touch upon the current happenings with LTC payroll tax programs. There will also be helpful pointers on how to have a successful LTCI claim, including case studies, and a review of key resources available to clients and their families.
Learning Objectives
- Ensure the attendee gets an overview of some of the most popular and advantageous LTC planning solutions.
- Discuss funding options, the cost of care and how to mitigate tax consequences in the future.
- Understand LTCI benefit triggers, review why claims fail and what clients and families can do to have a smooth claims experience.
Presenter
Brian Gordon, CLTC, President of Gordon Associates Long Term Care Planning Since 1990, Brian has advised thousands of clients and financial professionals on the best LTCI options.
You can read Brian’s full bio here.
To help determine if long-term care (LTC) insurance is right for you, we are offering a FREE informational guide. This is a comprehensive booklet that will answer many of your questions about LTC and assist you with your health care planning.
To help determine if long-term care (LTC) insurance is right for you, we are offering a FREE informational guide. This is a comprehensive booklet that will answer many of your questions about tax breaks and incentives for LTCI for federal and state taxes.