P&C Insurance; Understanding Property and Casualty Insurance – Your First Line of Defense
August 19, 2016
7 Steps to a Successful Business Exit
September 8, 2016
The Biggest Boogie Man for Baby Boomers and Beyond
$25.00
When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living. And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death. Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care. How will they pay for it and not leave the well-spouse impoverished? Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.
When planning for retirement, the primary focus for most of our clients is to determine how much income they will need to maintain their style of living. And if they are really on top of it, they may have created a trust to maintain control of their assets at incapacity or after death. Too often, however, our clients do not discuss or plan for the probable fact that at least one spouse is going to need long-term care. How will they pay for it and not leave the well-spouse impoverished? Join Rich and Scott as they do a deep dive into several payment options you might not have realized were options at all!
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Rich Kupetsky, CLTC, SVP, Capitas Long Term Care and Scott Stewart, Esq.
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Wealthy Clients and Their Children Get in Trouble Too
$25.00What do we do when we get the call from our client asking for help due to a criminal or drug matter? Many practitioners are the go to quarterback for their clients and need to have both an overall understanding of these areas and a way to access resources quickly. Richard will expose the legal system and underlying process in helping clients when confronted with these life changing events and the bridge to how counseling may help not only the legal outcome but also the health of the individual and family.
Presented by Richard Katzman, Esq.
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Your Client Will Run Out of Money Without Proper Distribution Planning – for ICAs
$25.00John and Steve will discuss the challenges retirees face when converting from accumulation to distribution at retirement. They will introduce time segmented retirement distribution planning and the fiduciary responsibilities associated with this method – as well as viable options for leading a prosperous lifestyle with some guarantees.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.Click play to watch a short video on ‘Your Client Will Run Out of Money Without Proper Distribution Planning’
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Choosing a Care Setting for a Loved One with Dementia
$25.00When a family member is diagnosed with Dementia, the choices for providing care can be overwhelming if they are still living at home – or when living at home is no longer an option. Join Lisa and Scott as they survey the various types and levels of care, what they include, when each are appropriate, and how to find/obtain them. Learn how you can be a resource for your clients while navigating the difficult decisions about Adult Day Care Centers, In-home Care, Residential Care, Respite Care, and Hospice Care.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Lisa Tyburski and Scott Tarde, Glenner Center
