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Preserving Your Clients' Net Worth When Planning for Long Term Care

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Valley Brook Country Club

425 Hidden Valley Road

Canonsburg, PA 15317

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THIS COURSE HAS BEEN APPROVED FOR 2 CFP CREDITS. A luncheon buffet will be provided.

Join us to learn the essentials of financial planning for long term care. We will focus on the importance of proactively discussing your clients' long term care needs and also share strategies for helping clients pre-plan while preserving their assets and net worth.

We will review several asset protection planning strategies for long term care, including discussions on irrevocable trusts, the use of Medicaid compliant annuities, long term care insurance, investments and IRAs, Veteran's benefits and protecting the family home.

Lastly, we will cover the unique rules for Florida snowbirds when planning for clients who own property there or who may soon be retiring to the Sunshine State!

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Valley Brook Country Club

425 Hidden Valley Road

Canonsburg, PA 15317

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