Webcast Title: 60+ Clients – Part 2 – Long-Term Care Planning And Retirement Planning
Highlights:
Come join Larry Stein as he discusses key tips and strategies for long-term care planning and retirement planning. Options for long-term care, funding care, long-term care insurance, and more will be covered.
Learning Objectives:
Upon the successful completion of this webcast, the participants will be able to explain selected long-term care planning moves and retirement planning strategies.
Major Topics:
·
Options For Long-Term Care.
·
What Is Long-Term Care?
·
How To Plan For Long-Term Care Needs.
·
How To Fund And Pay For Retirement And Long-Term Care Needs.
·
Long-Term Care Insurance – What To Look For In A Policy.
·
Continuing Care Retirement Communities.
·
Where To Find Information.
·
Retirement Accumulations – How Much Do I Need To Retire?
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation
NASBA Fields Of Study: Taxes
Level:
Intermediate.
Presentation Method:
Live Webcast Lecture With Questions And Answers.
Advanced Preparation:
Basic knowledge of federal taxation.
Texas Reg:
009838
“I have registered with the Texas State Board of Public Accountancy
as a CPE sponsor. This registration does not constitute an
endorsement by the Board as to the quality of my CPE program.”
Larry Stein
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based
Larry Stein
