NAIFA-SEWI What's Your Plan? A Long Term Care CE Workshop - 4 hours of Required LTC CE
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3/29/2018
When: March 29, 2018
8:00-1:00 p.m.
Where: Summit Place
6737 West Washington Street
1st Floor Conference Room
West Allis, Wisconsin  53214
United States
Contact: NAIFA Southeast Wisconsin

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NAIFA WI, CPS Horizon, and CPS Long Term Care and Insurance Services present:

 

What's Your Plan? A Long Term Care CE Workshop - 4 hours of Required LTC CE

When

March 29, 2018
8:00 AM - 1:00 PM

Directions

Summit Building
6737 West Washington Street
1st Floor Conference Room
Milwaukee, WI 53214

 

 

What's Your Plan?is a four hour continuing education workshop providing CFP® and insurance credits. Most states require 4 hours every license cycle and the workshop meets this requirement. Lunch is included.

As Baby Boomers and Seniors get older, their inquiries into Extended Care Planning grow. This workshop will help teach advisors and their support staff how to begin or hold a conversation with your clients about Extended Care Planning. We'll discuss developing a plan now while the clients are healthy and well minded. How will care be paid for? What assets are to be sold? Where will care be provided? Is a form of insurance worth considering? And finally, what to do when a client needs Extended Care services, including time saving strategies that provide your clients service, but doesn't bog down the advisor.

Fee: $25 per person - includes lunch & 4 hours of CE

For more information and to register

 

Hosted by CPS Long Term Care & Insurance Services

And NAIFA WI

Members of FPA and/or NAIFA will have all or part of attendance refunded to their association chapter.

 

 

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613