Planning for Blended Families,
Long Term Care &
The Role of the Care Manager
Yours, Mine & Ours: Smart Legal and Financial Planning for Blended Families
According to the recent US Census, blended families now outnumber traditional families, which presents unique challenges to planning professionals. In this segment, we’ll work on enhancing our capabilities for helping blended families. We'll explore:
- Their unique needs & opportunities
- The legal and financial toolboxes
- How to set up IRA beneficiaries in a blended family
- The “long-term care land mine”
- What to watch out for when meeting with a blended family
What You Absolutely, Positively Have to Know When Your Client Needs Long-Term Care
Not all professionals specialize in long-term care issues or products, but all of us have met or will meet clients who have a long-term care crisis in their family. In this segment we’ll cover:
- The top 12 mistakes advisors make when advising clients about long-term care
- Why a Care Manager is a key player in a long-term care situation (presented by special guest speaker, Sheila Weiner, MSW, LCSW and Executive Director at Intervention Associates)
- How Veterans’ Benefits and Medicaid interact – or do they?
- A checklist of the first things you should do when a client has a long-term care crisis
- The roles of the financial professional and accountant in a long-term care situation
Register now to enjoy 3 FREE CE credits (Life Ins, FA, CPA), a complimentary continental breakfast, networking & much, much more.
Register Now!