Long-Term Care: Building Effective LTC Strategies for Clients
November 12 @ 2:00 pm - 3:00 pm
Presented by Shawn Britt
Many clients are unprepared for the financial and personal impact of a care event. This CE-eligible course helps financial professionals recognize common misconceptions, understand client perspectives and guide meaningful planning conversations. Participants explore a four-step framework for developing a care plan, along with funding solutions and tools to estimate future care costs.