What’s Your Plan?

CE Hours: 4.0 Insurance and CFP

What’s Your Plan?

“What’s Your Plan” is an interactive, continuing education workshop focusing on the development of long-term care strategies with clients.  The program has been approved for four hours of continuing education credit.

The first part of the workshop will focus on how to start a conversation about a long-term care plan, how best to fund such a plan and whether long-term care insurance should be considered.  The second part will be a case study followed by a discussion of how to help a client who requires long-term care services.

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