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Long-term Care and College Saving: Critical Topics for Today’s Practitioner (LCCS)

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Current up-to-date information! relevant to my practice! However, I would like to access the materials. How can I do that?
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Long-term Care and College Saving: Critical Topics for Today’s Practitioner (LCCS)

  • Customer Rating
    (2)
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CFP CPE

Overview

Long-term care costs are quickly becoming the main reason your clients are losing sleep at night. Clients contemplating purchasing their own long-term care insurance may be faced with the more immediate concerns regarding the long-term care of their own parents. The so-called “sandwich generation” is increasingly caught between these health and well-being matters and attempting to fund education for their children in an age when school costs are continually rising above inflation. Because practitioners are telling us they’re asked to advise on these difficult client problems every day, we decided to combine the latest on long-term care and college saving into this insightful, pragmatic course. Be the go-to professional on these emerging topics as these problems provide an opportunity for practice expansion and higher billables.

Major Topics:

  • Long-term care costs
  • Planning for extended care
  • Insurance
  • Asset based long-term care
  • College costs
  • Financial aid
  • Section 529 plans

Learning Objectives

  • Understand the latest thinking on both long-term care and college saving
  • Be able to advise clients on these progressively more common problems

Designed for:

CPAs and CFPs who need to know the latest in these areas of practice

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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