Common Mistakes When Failing to Properly Advise Clients on Planning for LTC

4430 William Penn Highway,Murrysville PA 15668

17 November, 2021

Description

A look at the potential liability of Financial Advisors when discussing and recommending long term care planning strategies. (2 CFP Credits) REGISTRATION BEGINS AT 11:10AM Our goals for this seminar and roundtable are as follows: 1. To explain the potential liability of Financial Professionals when discussing long-term care planning strategies with your clients. 2. To help financial professionals become familiar with the important details that should be contained in well drafted estate planning documents and the legal and ethical considerations when dealing with incapacitated persons. 3. To share the warning signs that may indicate a long-term care need for your client or their family member. 4. To review and explain the specific roles that Medicaid, Veteran's Benefits and long-term care insurance play when planning to pay for long term care. LUNCH INCLUDED * APPROVED FOR 2 CFP CREDITS We are a Boutique Law Firm focusing our practice on the Elder Care Needs of Seniors, Asset Preservation Planning, Medicaid and Veterans Benefits Eligibility, Care Review & Advocacy, Estate Planning & Administration, and Business Succession Planning.