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Event 

Title:
March 2013 Chapter Meeting: Long-Term Care
When:
Fri, Mar 8, 2013 11.30 am - 1.30 pm
Where:
Network Meeting Center at TechMart - Santa Clara
Category:
Chapter Meetings

Description

What in the World is Going on with Long-Term Care?
How advisors can navigate the murky waters of advising clients about how to plan for their future care.

Speaker:
Allen Hamm

Meeting Details:

Advising clients about how to plan for long-term care is more difficult than ever.

In this interactive presentation, Allen Hamm will explain:

  • A 7-step process for assuring that clients choose their most appropriate planning options
  • How to use the subject of long-term care to differentiate your advisory practice
  • Whether or not “hybrid” LTC insurance is a good value
  • How to make sure you don’t get sued if a client needs long-term care (the worst suit might come from a client’s heir)
     

1.5 hours CE has been granted by the CFP Board for this session.

Speaker Biography:

Allen Hamm specializes in advising financial advisors’ clients about long-term care.  He is the author of the book “How to Plan For Long-Term Care”.

Advanced Registration:

$40 - FPA Members
$45 - Non-members

Register Online using your credit card.

Advanced registration ends March 4th.

Note: You may continue to register after March 4th but you will be charged at-the-door pricing. Online registration closes March 6th.

No refunds will be made after March 6th.

At The Door Registration:
(Cash or Check)

$60 - FPA Members
$65 - Non-members

No refunds will be made after March 6th.

 

This Meeting Proudly Sponsored By
Sponsor Name Here

 

Venue

Map
Venue:
Network Meeting Center at TechMart   -   Website
Street:
5201 Great America Parkway
ZIP:
95054
City:
Santa Clara
State:
CA
Country:
Country: us
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