Tuesday, December 12th, 11:00AM Central
1 Hour CFP CE
To get CE credit, please provide your full name, email, phone, state and CFP ID number.
Description
This course will do a deep dive into the Federal and State Long Term Care Insurance programs attempting to roll out across the country. Brian Gordon will address the limited benefits offered, which states are affected and how to prepare so clients are not scrambling when they find out they need to pay a new payroll tax. The webinar will also tap into how advisors can get creative and help clients fund their LTC needs.
Learning Objectives
- Overview of the State and Federal LTCI initiatives
- Review key facts on state programs for 2023
- Address who is affected by LTCI payroll tax programs
- Discuss the latest approaches to LTC funding and review LTCI case studies
- How inflation and related developments have impacted retirement plans
- And more!
Presenters
Brian Gordon is President of Gordon Associates Long Term Care Planning. Since 1990 Brian has advised thousands of clients on choosing the best LTCI option for them. You can read Brian’s full bio here.
Thursday, December 14, 2023, 11:30AM Central
1 Hour CFP CE
To get CE credit, please provide your full name, email, phone, state and CFP ID number.
Description
This seminar will address real life scenarios and case studies for elder abuse. Kerry Peck will present different ways seniors and individuals with diminished capacity are vulnerable to attack and unveil the types of legal remedies available to protect individuals from abuse. Brian Gordon will address LTCI claim topics, such as choosing the proper level of care, benefit triggers, caregiver certification and more. He will also discuss utilizing care managers and outline the steps for filing a LTCI claim, which will help expedite the process.
Learning Objectives
- Elder Abuse Statistics
- Warning Signs of Financial Exploitation
- Legal Remedies and Case Studies
- The importance of LTC planning
- LTCI client and provider eligibility overview
- Tips for a successful LTCI claim
- LTCI claim case studies
Presenters
Brian Gordon is President of Gordon Associates Long Term Care Planning. Since 1990 Brian has advised thousands of clients on choosing the best LTCI option for them. You can read Brian’s full bio here.
Kerry Peck is the managing partner of the Chicago law firm Peck Ritchey, LLC. Kerry’s focus is on elder law, elder abuse, including financial exploitation, and a number of other areas. You can read Kerry’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.
