Adviser to Adviser: Overcoming Resistance to Long-Term Care Planning

Three wealth managers discuss how they persuade clients to plan for long term care under today's economic pressures, as well as strategies for funding LTC.

Tuesday, August 4, 2009
4:00 p.m. – 5:00 p.m. eastern time
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Key topics covered during the webcast include:

Convincing clients of the urgency of LTC planning
Determining the right course: LTC insurance or alternatives?
Creative funding for LTC

Listen to our expert panelists discuss their approach to long term care planning in the current economic crisis from your own desk. Ask questions about how to approach clients and determine the best course for funding LTC.

This program has been accepted by the CFP Board for 1 CE credit and by IMCA for 1 non-IMCA CIMA credit.

Moderator:

Evan Cooper
Deputy Editor, InvestmentNews

Panelists:

Paul Ahern, CFP, ChFC
Principal and Senior Vice President, WealthTrust Advisors LLC

Kerry Finn, CFP
Director of Financial Planning, The Keller Group Investment Management Inc.

Charles Bennett Sachs, CFA, CFP
Vice President, Evensky and Katz Wealth Management

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Adviser to Adviser: Overcoming Resistance to Long-Term Care Planning