Planning for Long Term Care (1 hour) – On-Demand Webcast

Overview

Your clients depend on you more than ever to help them reduce risk and position themselves for financial success in the future. This course will help you stay informed about recent developments, including how the new tax laws impact financial planning, tax management and ways to help plan for long-term care. You’ll learn from highly accredited specialists in long-term care insurance, Natalie Karp and Rona Loshak, who will guide you through the complexities of the long-term care marketplace. They will discuss the importance of long-term care planning, the financial and non-financial consequences of not planning, and the various solutions available to ensure your clients’ independence and dignity as they age.

Highlights

• Importance of long-term care (LTC) planning
• Washington state's LTC trust fund
• Consequences of not planning for LTC
• Basics of LTC insurance
• Cost of LTC and funding options
• Types of LTC insurance plans
• Tax incentives and planning strategies

Prerequisites

Basic to advanced knowledge of taxation and income tax planning for individuals and businesses

Designed For

CPAs, CFPs, attorneys and other financial advisers who offer, or desire to offer, financial planning services.

Objectives

• Understand the latest on planning long-term care for the elderly.
• Learn how to leverage various tools and techniques to serve your clients better.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!