Wednesday, September 26, 2018 | 12:00 PM — 1:00 PM EDT
Long-Term Care Insurance and Planning for the Future
Presented by:
Tom Riekse, Jr., ChFC, CEBS
Managing Director of LTCI Partners
It’s estimated that only about 8% of the population are future-oriented planners who can contemplate the high risk and potential loss from a long-term care event and would consider planning for it. Despite that low number, insurance companies and financial advisors tend to create educational messages towards this small group of planners and ignore the vast majority of the population who can benefit from planning for care.
Join Tom Riekse, Managing Director of LTCI Partners, LLC, when he will share ways you can successfully motivate your older clients to financially plan for their long-term care and unexpected expenses in retirement. Tom will share ways, learned through behavioral finance examples, which can motivate this group of people to take action.
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
Register Now
Tuesday, October 09, 2018 | 5:00 PM — 6:00 PM EDT
Expert Advice on FAFSA & College Planning
Presented by:
Mark Kantrowitz
President of MK Consulting Inc.; Founder of FinAid.org; and Publisher and Vice President of Strategy at Cappex.com
Join Mark Kantrowitz, the country's leading authority on college planning and financial aid, for a free webinar as he shares best practices for filing the FAFSA, maximizing aid, and minimizing student debt. Plus, Mark will reveal the 12 things every parent and grandparent should know about the FAFSA! Mark will deliver practical information, advice and tools for you to share with your clients so that they may make informed decisions about planning and paying for college.
During the webinar, Mark will discuss:
- How to complete a FAFSA application to maximize financial aid
- The pros and cons of private student and government loans
- How to increase a student’s odds of winning a private scholarship
- Education tax benefits and deductions for parents and grandparents
- The best ways for grandparents to gift financial aid
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
Register Now