September 19 2017 - Regional Breakfast Meeting
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9/19/2017
When: Tuesday, September 19, 2017
8:30 AM - 10:00 AM
Where: United States


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For a first-time new member CFP® Professional a $220 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Regional Meeting. Please contact us for more details. This special offer expires on 9/14/17.

 

 



Date: Tuesday, September 19, 2017

Time: 8:30 AM – 10:00 AM

Topic: Long Term Care Funding Strategies

Our Featured Speakers (Click on names for Bios):
Florham Park: William LaChance, EA - WJL Financial Advisors LLC
Hamilton: Carol Einhorn - TriSure Group
Paramus: Brigitte A. Bromberg, MS, CFP®, CSA - Winning Strategies Group, LLC
Red Bank: Stacey Lawler, CLU - owR Opinion, LLC

Program Description:
The focus of this presentation will be on understanding the impact Long Term Care will have on a client's retirement plan and a discussion of various funding options.

Learning Objective:
Specific learning objectives include: -Definition of Long Term Care -Understanding the statistics around the likelihood of needing Long Term Care -Potential costs of Long Term Care -Understanding Term Care Insurance Landscape -Long Term Care Policy Options/Riders -Tax implications of Self Funding

Level of Complexity: Overview

Registration Fees:
FPANJ Member – Free
Non-Members - $20

Pre-Registration Deadline: Thursday, September 14, 2017

Credit Information:
Accepted for 1 CFP® CE by the CFP Board of Standards.
This meeting also qualifies for 1 Accounting CPE CE.





 

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