

$25.00
Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’
Our population is aging rapidly while long-term care costs continue to rise. Now more than ever seniors and their loved ones are concerned about how to find and pay for long-term care. Assisting seniors and their families with planning to cover these issues before a health care crisis occurs is a valuable service that very few attorneys are currently offering. In this session Valerie will show you how you can leverage your estate planning knowledge to offer a different type of asset protection for a very special segment of our population – our seniors.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Valerie Peterson
Click play to watch a short video about ‘ElderCounsel’
Clients rarely ask for help in their aging process. Veterans in the industry, Amy and Scott, will provide you with their personal experience and insights to identify warning signs to look for, how to start the conversation, and the important questions to ask now and in the future. Ensure your relationship as the key advisor for the next generation by proactively planning for and guiding them through a successful aging process. Gain valuable language and tools to help your clients and their family maintain maximum control over the way they choose to age as well as secure a more prosperous financial future.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Amy Burfitt with LivHome and Scott Stewart, Esq.
Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.
The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.
(Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Scott and Diane will lead a frank and open discussion designed to help you understand the differences and advantages associated with both government benefit programs (as well as the potential effects on both due to government deficits). Confronting the costs of either acute or long-term care or both is often the largest expense a couple will face. Families often believe that it is too late or early to plan – and they must bare these costs on their own. Though this may have been true 10 or 20 years ago, that is not the law now. We know that families often feel overwhelmed and are relieved to find a path to working through it all. Understand how to help your clients plan through case study examples.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Diane Gaswirth and Scott Stewart, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.