0       0

ENGAGE 2017


PFP1752 - What to Discuss With Your Aging Clients: Planning and Paying for Long Term Care


Jun 14, 2017 4:00pm ‐ Jun 14, 2017 4:50pm

Standard: $49.00

Description

This session will provide an overview of this important aspect of financial planning for your aging clients, including a review of the 3 “B’s” of financing long-term care costs.

Objectives:

  • Discuss the private pay option and how to determine if this is appropriate for your client;
  • Review the various insurance options for funding these costs including health insurance, Medicare, long-term care insurance and life insurance; and
  • Explain the basics of Medicaid including what it pays for and how to qualify.

Speaker(s):

  • Martin S. Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn,LLP
Tags: PFP

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content